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 9-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 | $228,079 | $197,591+15.4% | $177,821+28.3% | $158,922+43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.16% | 58.76%-34.6pp | 48.32%-24.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $10,600 | $6,697+58.3% | $5,918+79.1% | $4,761+122.6% |
| Participant deferral / active EE | $8,369 | $8,405-0.4% | $7,714+8.5% | $5,982+39.9% |
| Admin fee / account holder | $295 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |