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 | $220,996 | $185,822+18.9% | $169,993+30.0% | $139,434+58.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.23% | 60.50%-29.3pp | 53.37%-22.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,600 | $7,590-52.6% | $6,785-46.9% | $4,751-24.2% |
| Participant deferral / active EE | $20,406 | $11,622+75.6% | $10,408+96.1% | $6,710+204.1% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |