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 9-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 | $229,160 | $185,822+23.3% | $169,993+34.8% | $139,434+64.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.22% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,700 | $7,590-64.4% | $6,785-60.2% | $4,751-43.2% |
| Participant deferral / active EE | $24,285 | $11,622+109.0% | $10,408+133.3% | $6,710+261.9% |
| Admin fee / account holder | $292 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |