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 | $162,947 | $74,888+117.6% | $71,209+128.8% | $142,382+14.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.40% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,982 | $2,854+284.7% | $2,721+303.6% | $4,299+155.4% |
| Participant deferral / active EE | $12,653 | $4,454+184.1% | $4,175+203.1% | $6,507+94.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |