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 | $242,396 | $158,398+53.0% | $126,539+91.6% | $142,382+70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.12% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $17,929 | $4,650+285.6% | $3,674+388.0% | $4,299+317.0% |
| Participant deferral / active EE | $19,613 | $4,767+311.5% | $4,083+380.4% | $6,507+201.4% |
| Admin fee / account holder | $248 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |