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 | $161,791 | $94,338+71.5% | $100,534+60.9% | $142,382+13.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.93% | 29.20%-8.3pp | 32.66%-11.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $14,354 | $4,237+238.8% | $4,346+230.3% | $4,299+233.9% |
| Participant deferral / active EE | $16,292 | $5,934+174.5% | $6,144+165.2% | $6,507+150.4% |
| Admin fee / account holder | $176 | $8,421-97.9% | $7,654-97.7% | $12,624-98.6% |