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 | $149,370 | $99,985+49.4% | $146,665+1.8% | $85,850+74.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 29.83% | 18.93%+10.9pp | 22.74%+7.1pp | 318.53%-288.7pp |
| Employer contribution / active EE | $4,792 | $2,559+87.3% | $4,136+15.8% | $2,565+86.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5 | $7,702-99.9% | $10,280-99.9% | $6,260-99.9% |