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 | $176,981 | $165,335+7.0% | $149,696+18.2% | $158,922+11.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.89% | 348.15%-324.3pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $13,164 | $5,103+158.0% | $4,644+183.4% | $4,761+176.5% |
| Participant deferral / active EE | $13,365 | $7,181+86.1% | $6,842+95.3% | $5,982+123.4% |
| Admin fee / account holder | $16 | $10,807-99.8% | $9,309-99.8% | $11,246-99.9% |