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 | $219,451 | $107,334+104.5% | $92,893+136.2% | $152,861+43.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.36% | 145.58%-121.2pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $20,588 | $4,221+387.7% | $3,653+463.6% | $4,762+332.3% |
| Participant deferral / active EE | $13,127 | $4,845+170.9% | $4,236+209.9% | $5,850+124.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |