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 | $219,482 | $214,378+2.4% | $200,582+9.4% | $142,382+54.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.69% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $25,285 | $6,841+269.6% | $6,419+293.9% | $4,299+488.1% |
| Participant deferral / active EE | $16,423 | $9,865+66.5% | $9,331+76.0% | $6,507+152.4% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |