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 8-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 | $197,800 | $214,378-7.7% | $200,582-1.4% | $142,382+38.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.07% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $13,103 | $6,841+91.5% | $6,419+104.1% | $4,299+204.8% |
| Participant deferral / active EE | $12,101 | $9,865+22.7% | $9,331+29.7% | $6,507+86.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |