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 | $226,801 | $185,822+22.1% | $169,993+33.4% | $139,434+62.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.71% | 60.50%-24.8pp | 53.37%-17.7pp | 372.94%-337.2pp |
| Employer contribution / active EE | $8,770 | $7,590+15.5% | $6,785+29.2% | $4,751+84.6% |
| Participant deferral / active EE | $14,656 | $11,622+26.1% | $10,408+40.8% | $6,710+118.4% |
| Admin fee / account holder | $87 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |