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 | $196,442 | $100,970+94.6% | $96,576+103.4% | $137,256+43.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.93% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,542 | $3,809+98.0% | $3,553+112.2% | $4,156+81.5% |
| Participant deferral / active EE | $18,841 | $8,286+127.4% | $7,956+136.8% | $6,407+194.1% |
| Admin fee / account holder | $219 | $11,312-98.1% | $11,381-98.1% | $12,270-98.2% |