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 | $218,290 | $185,822+17.5% | $169,993+28.4% | $139,434+56.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $12,632 | $7,590+66.4% | $6,785+86.2% | $4,751+165.9% |
| Participant deferral / active EE | $12,869 | $11,622+10.7% | $10,408+23.7% | $6,710+91.8% |
| Admin fee / account holder | $266 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |