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 5-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 | $147,301 | $117,983+24.8% | $101,794+44.7% | $142,382+3.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.23% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $12,217 | $2,773+340.6% | $2,289+433.7% | $4,299+184.2% |
| Participant deferral / active EE | $22,280 | $4,714+372.7% | $4,084+445.5% | $6,507+242.4% |
| Admin fee / account holder | $23 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |