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 | $167,193 | $63,953+161.4% | $54,726+205.5% | $135,375+23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 5.52% | -5.77%+11.3pp | -4.56%+10.1pp | 519.73%-514.2pp |
| Employer contribution / active EE | $14,939 | $4,256+251.0% | $3,449+333.1% | $4,779+212.6% |
| Participant deferral / active EE | $6,140 | $4,810+27.6% | $3,953+55.3% | $5,609+9.5% |
| Admin fee / account holder | $6 | $4,567-99.9% | $3,818-99.8% | $10,827-99.9% |