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 | $167,322 | $117,983+41.8% | $101,794+64.4% | $142,382+17.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.50% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,587 | $2,773+29.4% | $2,289+56.7% | $4,299-16.6% |
| Participant deferral / active EE | $20,936 | $4,714+344.2% | $4,084+412.6% | $6,507+221.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |