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 5-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 | $194,637 | $159,602+22.0% | $150,045+29.7% | $142,382+36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 116.59% | 70.24%+46.4pp | 62.55%+54.0pp | 217.08%-100.5pp |
| Employer contribution / active EE | $5,816 | $4,961+17.2% | $4,693+23.9% | $4,299+35.3% |
| Participant deferral / active EE | $15,193 | $8,310+82.8% | $7,997+90.0% | $6,507+133.5% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |