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 | $173,270 | $68,346+153.5% | $94,646+83.1% | $75,163+130.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.90% | 616.93%-596.0pp | 156.71%-135.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $15,927 | $2,701+489.7% | $3,672+333.7% | $2,670+496.5% |
| Participant deferral / active EE | $12,933 | $6,537+97.8% | $7,418+74.3% | $4,125+213.5% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |