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 | $236,796 | $201,272+17.6% | $184,203+28.6% | $145,922+62.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.9pp |
| Employer contribution / active EE | $15,643 | $7,022+122.8% | $6,427+143.4% | $4,660+235.7% |
| Participant deferral / active EE | $12,119 | $9,806+23.6% | $9,131+32.7% | $6,688+81.2% |
| Admin fee / account holder | $235 | $16,364-98.6% | $13,901-98.3% | $13,397-98.2% |