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 | $143,407 | $105,126+36.4% | $94,646+51.5% | $139,434+2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.67% | 38.03%-10.4pp | 156.71%-129.0pp | 372.94%-345.3pp |
| Employer contribution / active EE | $10,341 | $4,106+151.9% | $3,672+181.6% | $4,751+117.7% |
| Participant deferral / active EE | $8,567 | $7,599+12.7% | $7,418+15.5% | $6,710+27.7% |
| Admin fee / account holder | $242 | $8,984-97.3% | $7,231-96.6% | $11,403-97.9% |