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 8-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 | $170,097 | $132,634+28.2% | $115,768+46.9% | $137,256+23.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.35% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,169 | $3,360-35.4% | $2,940-26.2% | $4,156-47.8% |
| Participant deferral / active EE | $16,355 | $5,619+191.1% | $4,917+232.6% | $6,407+155.3% |
| Admin fee / account holder | $184 | $15,028-98.8% | $12,439-98.5% | $12,270-98.5% |