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 | $208,019 | $183,519+13.3% | $155,509+33.8% | $145,922+42.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.77% | 61.17%-20.4pp | 64.67%-23.9pp | 561.29%-520.5pp |
| Employer contribution / active EE | $3,914 | $5,313-26.3% | $4,672-16.2% | $4,660-16.0% |
| Participant deferral / active EE | $13,393 | $6,462+107.2% | $5,626+138.1% | $6,688+100.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |