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 | $207,428 | $73,933+180.6% | $96,683+114.5% | $75,163+176.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 155.46% | 26.70%+128.8pp | 35.69%+119.8pp | 160.62%-5.2pp |
| Employer contribution / active EE | $770 | $2,928-73.7% | $3,737-79.4% | $2,670-71.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $184 | $5,216-96.5% | $6,730-97.3% | $5,651-96.7% |