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 5-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 | $200,218 | $185,822+7.7% | $169,993+17.8% | $139,434+43.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.49% | 60.50%-49.0pp | 53.37%-41.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $7,593 | $7,5900% | $6,785+11.9% | $4,751+59.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $48 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |