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 | $172,210 | $70,606+143.9% | $53,898+219.5% | $142,382+20.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.40% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $30,280 | $1,202+2418.9% | $932+3148.7% | $4,299+604.3% |
| Participant deferral / active EE | $23,938 | $2,364+912.6% | $1,826+1210.7% | $6,507+267.9% |
| Admin fee / account holder | $176 | $2,852-93.8% | $2,491-92.9% | $12,624-98.6% |