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 10-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 | $183,761 | $156,846+17.2% | $121,098+51.7% | $139,434+31.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.49% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $18,885 | $5,536+241.1% | $4,164+353.6% | $4,751+297.5% |
| Participant deferral / active EE | $18,389 | $4,844+279.6% | $4,080+350.7% | $6,710+174.0% |
| Admin fee / account holder | $297 | $6,946-95.7% | $5,644-94.7% | $11,403-97.4% |