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 | $209,292 | $97,125+115.5% | $86,233+142.7% | $137,256+52.5% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 25.14% | 74.19%-49.0pp | 61.39%-36.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $23,330 | $2,841+721.1% | $2,504+831.6% | $4,156+461.3% |
| Participant deferral / active EE | $14,949 | $5,180+188.6% | $4,559+227.9% | $6,407+133.3% |
| Admin fee / account holder | $210 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |