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 | $164,653 | $100,773+63.4% | $88,946+85.1% | $142,382+15.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.96% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $16,418 | $2,918+462.7% | $2,555+542.6% | $4,299+281.9% |
| Participant deferral / active EE | $4,443 | $5,230-15.1% | $4,581-3.0% | $6,507-31.7% |
| Admin fee / account holder | $172 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |