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 7-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 | $217,571 | $214,378+1.5% | $200,582+8.5% | $142,382+52.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 82.96% | 46.41%+36.6pp | 42.33%+40.6pp | 217.08%-134.1pp |
| Employer contribution / active EE | $9,408 | $6,841+37.5% | $6,419+46.6% | $4,299+118.8% |
| Participant deferral / active EE | $9,707 | $9,865-1.6% | $9,331+4.0% | $6,507+49.2% |
| Admin fee / account holder | $39 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |