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 | $234,982 | $185,822+26.5% | $169,993+38.2% | $139,434+68.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.59% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $26,860 | $7,590+253.9% | $6,785+295.9% | $4,751+465.4% |
| Participant deferral / active EE | $15,075 | $11,622+29.7% | $10,408+44.8% | $6,710+124.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |