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 | $195,288 | $209,832-6.9% | $189,513+3.0% | $167,490+16.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.92% | 748.27%-731.4pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,319 | $6,914-37.5% | $6,162-29.9% | $4,837-10.7% |
| Participant deferral / active EE | $13,356 | $8,935+49.5% | $8,221+62.5% | $6,341+110.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |