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 | $229,820 | $214,378+7.2% | $200,582+14.6% | $142,382+61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.25% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,926 | $6,841+15.8% | $6,419+23.5% | $4,299+84.4% |
| Participant deferral / active EE | $14,151 | $9,865+43.5% | $9,331+51.7% | $6,507+117.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |