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 | $238,380 | $201,272+18.4% | $184,203+29.4% | $145,922+63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.41% | 29.00%+9.4pp | 28.81%+9.6pp | 561.29%-522.9pp |
| Employer contribution / active EE | $20,068 | $7,022+185.8% | $6,427+212.2% | $4,660+330.7% |
| Participant deferral / active EE | $9,943 | $9,806+1.4% | $9,131+8.9% | $6,688+48.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |