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 | $148,290 | $117,983+25.7% | $101,794+45.7% | $142,382+4.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.66% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $10,814 | $2,773+290.0% | $2,289+372.5% | $4,299+151.5% |
| Participant deferral / active EE | $26,274 | $4,714+457.4% | $4,084+543.3% | $6,507+303.8% |
| Admin fee / account holder | $294 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |