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 | $133,922+27.0% | $116,228+46.3% | $142,382+19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.35% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,169 | $3,446-37.0% | $2,994-27.6% | $4,299-49.5% |
| Participant deferral / active EE | $16,355 | $5,672+188.3% | $4,953+230.2% | $6,507+151.3% |
| Admin fee / account holder | $184 | $14,945-98.8% | $11,989-98.5% | $12,624-98.5% |