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 9-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 | $158,708 | $104,907+51.3% | $84,611+87.6% | $152,861+3.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.37% | 373.79%-356.4pp | 258.74%-241.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $37,000 | $3,302+1020.7% | $2,652+1295.1% | $4,762+676.9% |
| Participant deferral / active EE | $19,000 | $4,688+305.3% | $3,899+387.3% | $5,850+224.8% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |