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 7-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 | $246,126 | $172,111+43.0% | $150,298+63.8% | $137,256+79.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.30% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $15,742 | $4,636+239.5% | $4,154+279.0% | $4,156+278.8% |
| Participant deferral / active EE | $13,929 | $6,166+125.9% | $5,453+155.4% | $6,407+117.4% |
| Admin fee / account holder | $218 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |