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 9-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 | $176,334 | $100,773+75.0% | $88,946+98.2% | $142,382+23.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 133.27% | 70.18%+63.1pp | 57.82%+75.4pp | 217.08%-83.8pp |
| Employer contribution / active EE | $5,006 | $2,918+71.6% | $2,555+95.9% | $4,299+16.4% |
| Participant deferral / active EE | $13,240 | $5,230+153.1% | $4,581+189.0% | $6,507+103.5% |
| Admin fee / account holder | $82 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |