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 | $100,773+107.7% | $88,946+135.3% | $142,382+47.0% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 25.14% | 70.18%-45.0pp | 57.82%-32.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $23,330 | $2,918+699.6% | $2,555+813.1% | $4,299+442.7% |
| Participant deferral / active EE | $14,949 | $5,230+185.8% | $4,581+226.3% | $6,507+129.7% |
| Admin fee / account holder | $210 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |