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 | $226,909 | $197,591+14.8% | $177,821+27.6% | $158,922+42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.75% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $26,925 | $6,697+302.0% | $5,918+354.9% | $4,761+465.5% |
| Participant deferral / active EE | $10,993 | $8,405+30.8% | $7,714+42.5% | $5,982+83.8% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |