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 9-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 | $211,285 | $176,812+19.5% | $146,665+44.1% | $167,490+26.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.62% | 24.03%-10.4pp | 22.74%-9.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $21,123 | $5,160+309.4% | $4,136+410.7% | $4,837+336.7% |
| Participant deferral / active EE | $14,300 | $6,440+122.1% | $5,506+159.7% | $6,341+125.5% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |