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 10-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 | $199,023 | $197,591+0.7% | $177,821+11.9% | $158,922+25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 48.44% | 58.76%-10.3pp | 48.32%+0.1pp | 302.83%-254.4pp |
| Employer contribution / active EE | $9,454 | $6,697+41.2% | $5,918+59.7% | $4,761+98.6% |
| Participant deferral / active EE | $4,451 | $8,405-47.0% | $7,714-42.3% | $5,982-25.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |