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 8-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 | $193,557 | $159,934+21.0% | $147,005+31.7% | $145,959+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,690 | $5,287-30.2% | $4,934-25.2% | $4,661-20.8% |
| Participant deferral / active EE | $12,840 | $8,427+52.4% | $8,070+59.1% | $6,689+92.0% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |