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 6-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 | $195,668 | $183,519+6.6% | $155,509+25.8% | $145,922+34.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 49.29% | 61.17%-11.9pp | 64.67%-15.4pp | 561.29%-512.0pp |
| Employer contribution / active EE | $5,427 | $5,313+2.2% | $4,672+16.2% | $4,660+16.5% |
| Participant deferral / active EE | $7,167 | $6,462+10.9% | $5,626+27.4% | $6,688+7.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |