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 8-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 | $171,623 | $106,584+61.0% | $101,326+69.4% | $142,382+20.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.86% | 36.93%-19.1pp | 36.82%-19.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,098 | $3,956-47.0% | $3,665-42.8% | $4,299-51.2% |
| Participant deferral / active EE | $3,915 | $8,297-52.8% | $7,994-51.0% | $6,507-39.8% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |