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 9-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 | $215,394 | $163,101+32.1% | $136,749+57.5% | $142,382+51.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $16,813 | $4,117+308.4% | $3,400+394.6% | $4,299+291.1% |
| Participant deferral / active EE | $14,678 | $5,585+162.8% | $4,692+212.8% | $6,507+125.6% |
| Admin fee / account holder | $255 | $14,318-98.2% | $11,386-97.8% | $12,624-98.0% |