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 9-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 | $205,288 | $159,602+28.6% | $150,045+36.8% | $142,382+44.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.05% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,500 | $4,961+31.0% | $4,693+38.5% | $4,299+51.2% |
| Participant deferral / active EE | $6,500 | $8,310-21.8% | $7,997-18.7% | $6,507-0.1% |
| Admin fee / account holder | $217 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |