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 | $167,024 | $99,877+67.2% | $84,966+96.6% | $145,922+14.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 83.76%-66.8pp | 66.38%-49.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $13,971 | $3,231+332.4% | $2,727+412.3% | $4,660+199.8% |
| Participant deferral / active EE | $17,559 | $5,291+231.9% | $4,519+288.5% | $6,688+162.6% |
| Admin fee / account holder | $125 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |