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 | $143,689 | $70,756+103.1% | $65,493+119.4% | $142,382+0.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.78% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,504 | $2,881-47.8% | $2,574-41.6% | $4,299-65.0% |
| Participant deferral / active EE | $12,268 | $4,637+164.5% | $3,961+209.7% | $6,507+88.5% |
| Admin fee / account holder | $175 | $6,559-97.3% | $5,028-96.5% | $12,624-98.6% |