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 | $209,597 | $214,378-2.2% | $200,582+4.5% | $142,382+47.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.46% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $41,444 | $6,841+505.8% | $6,419+545.7% | $4,299+864.0% |
| Participant deferral / active EE | $31,925 | $9,865+223.6% | $9,331+242.1% | $6,507+390.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |