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 3-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 | $149,099 | $156,846-4.9% | $121,098+23.1% | $139,434+6.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 1474.56%-1457.9pp | 985.75%-969.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $29,034 | $5,536+424.5% | $4,164+597.3% | $4,751+511.1% |
| Participant deferral / active EE | $21,608 | $4,844+346.1% | $4,080+429.7% | $6,710+222.0% |
| Admin fee / account holder | $10 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |