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 | $100,773+141.8% | $88,946+173.9% | $142,382+71.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.76% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $26,727 | $2,918+816.0% | $2,555+946.1% | $4,299+521.7% |
| Participant deferral / active EE | $12,753 | $5,230+143.8% | $4,581+178.4% | $6,507+96.0% |
| Admin fee / account holder | $256 | $9,693-97.4% | $8,261-96.9% | $12,624-98.0% |