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 | $241,237 | $177,572+35.9% | $154,803+55.8% | $142,382+69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.82% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,151 | $4,810-13.7% | $4,305-3.6% | $4,299-3.4% |
| Participant deferral / active EE | $13,063 | $6,272+108.3% | $5,540+135.8% | $6,507+100.8% |
| Admin fee / account holder | $2 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |