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 4-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 | $186,205 | $159,602+16.7% | $150,045+24.1% | $142,382+30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.08% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,285 | $4,961-53.9% | $4,693-51.3% | $4,299-46.9% |
| Participant deferral / active EE | $7,945 | $8,310-4.4% | $7,997-0.7% | $6,507+22.1% |
| Admin fee / account holder | $90 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |