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 | $215,995 | $183,592+17.6% | $155,567+38.8% | $145,959+48.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $5,639 | $5,315+6.1% | $4,674+20.6% | $4,661+21.0% |
| Participant deferral / active EE | $9,989 | $6,464+54.5% | $5,628+77.5% | $6,689+49.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |