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 8-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 | $154,217 | $107,452+43.5% | $91,541+68.5% | $142,382+8.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.97% | 22.06%-10.1pp | 20.50%-8.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,951 | $2,994-1.4% | $2,505+17.8% | $4,299-31.4% |
| Participant deferral / active EE | $23,500 | $4,754+394.3% | $4,008+486.4% | $6,507+261.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |