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 | $236,092 | $214,378+10.1% | $200,582+17.7% | $142,382+65.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.88% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,466 | $6,841-20.1% | $6,419-14.9% | $4,299+27.1% |
| Participant deferral / active EE | $17,165 | $9,865+74.0% | $9,331+84.0% | $6,507+163.8% |
| Admin fee / account holder | $66 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |