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 5-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 | $170,461 | $117,983+44.5% | $101,794+67.5% | $142,382+19.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.48% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,777 | $2,773+180.5% | $2,289+239.8% | $4,299+80.9% |
| Participant deferral / active EE | $11,808 | $4,714+150.5% | $4,084+189.1% | $6,507+81.5% |
| Admin fee / account holder | $181 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |