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 4-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 | $217,238 | $158,398+37.1% | $126,539+71.7% | $142,382+52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,100 | $4,650+203.2% | $3,674+283.8% | $4,299+228.0% |
| Participant deferral / active EE | $27,250 | $4,767+471.7% | $4,083+567.5% | $6,507+318.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |