See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $150,187+24.9% | $120,354+55.9% | $145,922+28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $20,964 | $4,348+382.2% | $3,463+505.5% | $4,660+349.9% |
| Participant deferral / active EE | $20,491 | $6,173+232.0% | $4,991+310.6% | $6,688+206.4% |
| Admin fee / account holder | $85 | $12,207-99.3% | $9,423-99.1% | $13,397-99.4% |