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 | $245,749 | $154,228+59.3% | $145,433+69.0% | $137,256+79.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.94% | 74.59%-40.7pp | 66.58%-32.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $7,982 | $4,804+66.1% | $4,554+75.2% | $4,156+92.1% |
| Participant deferral / active EE | $16,196 | $8,216+97.1% | $7,897+105.1% | $6,407+152.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |