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 | $164,269 | $80,717+103.5% | $154,803+6.1% | $84,808+93.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.76% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $13,344 | $2,761+383.3% | $4,305+209.9% | $2,631+407.2% |
| Participant deferral / active EE | $19,573 | $3,303+492.5% | $5,540+253.3% | $4,212+364.7% |
| Admin fee / account holder | $68 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |