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 | $78,176 | $149,040-47.5% | $120,225-35.0% | $137,256-43.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.59% | 605.68%-582.1pp | 439.23%-415.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $5,553 | $4,350+27.7% | $3,475+59.8% | $4,156+33.6% |
| Participant deferral / active EE | $18,108 | $4,655+289.0% | $3,999+352.8% | $6,407+182.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |