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 | $243,641 | $97,125+150.9% | $86,233+182.5% | $137,256+77.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.76% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $26,727 | $2,841+840.7% | $2,504+967.2% | $4,156+543.1% |
| Participant deferral / active EE | $12,753 | $5,180+146.2% | $4,559+179.7% | $6,407+99.0% |
| Admin fee / account holder | $256 | $9,725-97.4% | $8,342-96.9% | $12,270-97.9% |