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 5-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 | $184,497 | $99,918+84.6% | $81,382+126.7% | $145,922+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 34.32%-20.3pp | 24.73%-10.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,800 | $2,978+27.6% | $2,463+54.3% | $4,660-18.4% |
| Participant deferral / active EE | $14,241 | $4,605+209.2% | $3,883+266.7% | $6,688+112.9% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |