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 8-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 | $159,485 | $159,602-0.1% | $150,045+6.3% | $142,382+12.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.18% | 70.24%-40.1pp | 62.55%-32.4pp | 217.08%-186.9pp |
| Employer contribution / active EE | $7,167 | $4,961+44.5% | $4,693+52.7% | $4,299+66.7% |
| Participant deferral / active EE | $15,227 | $8,310+83.2% | $7,997+90.4% | $6,507+134.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |