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 10-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 | $186,740 | $137,414+35.9% | $189,513-1.5% | $85,850+117.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 32.98% | 38.14%-5.2pp | 555.15%-522.2pp | 318.53%-285.6pp |
| Employer contribution / active EE | $15,000 | $4,344+245.3% | $6,162+143.4% | $2,565+484.8% |
| Participant deferral / active EE | $4,559 | $6,260-27.2% | $8,221-44.5% | $3,952+15.4% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |