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 | $190,230 | $159,901+19.0% | $146,958+29.4% | $145,922+30.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.70% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $11,277 | $5,286+113.3% | $4,933+128.6% | $4,660+142.0% |
| Participant deferral / active EE | $13,845 | $8,428+64.3% | $8,070+71.6% | $6,688+107.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |