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 10-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 | $225,377 | $214,378+5.1% | $200,582+12.4% | $142,382+58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.04% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.0pp |
| Employer contribution / active EE | $18,155 | $6,841+165.4% | $6,419+182.8% | $4,299+322.3% |
| Participant deferral / active EE | $18,642 | $9,865+89.0% | $9,331+99.8% | $6,507+186.5% |
| Admin fee / account holder | $103 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |