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 7-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 | $192,782 | $81,625+136.2% | $58,482+229.6% | $139,434+38.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.37% | 7404.20%-7382.8pp | 4239.32%-4217.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,986 | $1,398+42.0% | $1,053+88.6% | $4,751-58.2% |
| Participant deferral / active EE | $9,857 | $2,557+285.5% | $1,924+412.4% | $6,710+46.9% |
| Admin fee / account holder | $103 | $3,265-96.8% | $2,516-95.9% | $11,403-99.1% |