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 | $186,765 | $159,602+17.0% | $150,045+24.5% | $142,382+31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 40.53% | 70.24%-29.7pp | 62.55%-22.0pp | 217.08%-176.5pp |
| Employer contribution / active EE | $3,947 | $4,961-20.4% | $4,693-15.9% | $4,299-8.2% |
| Participant deferral / active EE | $8,921 | $8,310+7.3% | $7,997+11.5% | $6,507+37.1% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |