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 | $221,650 | $214,378+3.4% | $200,582+10.5% | $142,382+55.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.08% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $9,132 | $6,841+33.5% | $6,419+42.3% | $4,299+112.4% |
| Participant deferral / active EE | $5,985 | $9,865-39.3% | $9,331-35.9% | $6,507-8.0% |
| Admin fee / account holder | $11 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |