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 | $199,275 | $185,822+7.2% | $169,993+17.2% | $139,434+42.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.01% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $16,986 | $7,590+123.8% | $6,785+150.3% | $4,751+257.5% |
| Participant deferral / active EE | $10,570 | $11,622-9.0% | $10,408+1.6% | $6,710+57.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |