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 6-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 | $240,039 | $140,940+70.3% | $112,229+113.9% | $139,434+72.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.16% | 32.71%-10.5pp | 30.20%-8.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $15,491 | $4,283+261.7% | $3,430+351.6% | $4,751+226.1% |
| Participant deferral / active EE | $15,756 | $5,874+168.2% | $4,798+228.4% | $6,710+134.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |