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 8-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 | $237,066 | $227,553+4.2% | $189,557+25.1% | $167,490+41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.62% | 78.40%-61.8pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,500 | $5,316-71.8% | $4,412-66.0% | $4,837-69.0% |
| Participant deferral / active EE | $14,625 | $7,002+108.9% | $6,174+136.9% | $6,341+130.6% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |