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 | $168,959 | $149,040+13.4% | $120,225+40.5% | $137,256+23.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.55% | 605.68%-583.1pp | 439.23%-416.7pp | 220.34%-197.8pp |
| Employer contribution / active EE | $8,793 | $4,350+102.1% | $3,475+153.0% | $4,156+111.6% |
| Participant deferral / active EE | $8,941 | $4,655+92.1% | $3,999+123.6% | $6,407+39.5% |
| Admin fee / account holder | $40 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |