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 | $175,926 | $106,515+65.2% | $96,683+82.0% | $139,434+26.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.94% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $18,904 | $4,103+360.8% | $3,737+405.9% | $4,751+297.9% |
| Participant deferral / active EE | $12,799 | $5,454+134.7% | $4,878+162.4% | $6,710+90.7% |
| Admin fee / account holder | $112 | $7,877-98.6% | $6,730-98.3% | $11,403-99.0% |