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 6-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 | $248,375 | $217,402+14.2% | $185,823+33.7% | $167,490+48.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 48.47% | 148.36%-99.9pp | 122.05%-73.6pp | 478.56%-430.1pp |
| Employer contribution / active EE | $1,376 | $5,873-76.6% | $5,167-73.4% | $4,837-71.6% |
| Participant deferral / active EE | $11,007 | $6,356+73.2% | $5,568+97.7% | $6,341+73.6% |
| Admin fee / account holder | $27 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |