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 6-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 | $184,220 | $201,259-8.5% | $184,2000% | $145,959+26.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.40% | 28.98%-2.6pp | 28.80%-2.4pp | 561.95%-535.6pp |
| Employer contribution / active EE | $3,988 | $7,018-43.2% | $6,424-37.9% | $4,661-14.4% |
| Participant deferral / active EE | $14,990 | $9,806+52.9% | $9,132+64.1% | $6,689+124.1% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |