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 | $227,042 | $76,738+195.9% | $56,411+302.5% | $145,922+55.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.22% | 2994.23%-2977.0pp | 1701.33%-1684.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,174 | $1,380+130.0% | $1,039+205.6% | $4,660-31.9% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $145 | $3,334-95.7% | $2,829-94.9% | $13,397-98.9% |