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 | $193,200 | $96,484+100.2% | $75,886+154.6% | $152,861+26.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 29.79% | 33.98%-4.2pp | 30.76%-1.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $3,221 | $3,309-2.7% | $2,500+28.8% | $4,762-32.4% |
| Participant deferral / active EE | $6,915 | $4,553+51.9% | $3,603+91.9% | $5,850+18.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |