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 7-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 | $212,862 | $111,754+90.5% | $103,333+106.0% | $145,922+45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $22,759 | $4,212+440.3% | $3,868+488.4% | $4,660+388.4% |
| Participant deferral / active EE | $15,000 | $5,619+167.0% | $5,057+196.6% | $6,688+124.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |