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 3-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 | $127,198 | $81,233+56.6% | $155,567-18.2% | $80,874+57.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 160.38% | 33.33%+127.1pp | 64.74%+95.6pp | 35.62%+124.8pp |
| Employer contribution / active EE | $5,086 | $3,101+64.0% | $4,674+8.8% | $2,756+84.6% |
| Participant deferral / active EE | $2,550 | $3,452-26.1% | $5,628-54.7% | $4,297-40.7% |
| Admin fee / account holder | $19 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |