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 | $218,559 | $159,602+36.9% | $150,045+45.7% | $142,382+53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.59% | 70.24%-49.6pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $12,171 | $4,961+145.3% | $4,693+159.3% | $4,299+183.1% |
| Participant deferral / active EE | $10,194 | $8,310+22.7% | $7,997+27.5% | $6,507+56.7% |
| Admin fee / account holder | $251 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |