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 | $166,497 | $162,781+2.3% | $133,956+24.3% | $158,922+4.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.27% | 41.94%-28.7pp | 45.09%-31.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $26,694 | $4,975+436.5% | $3,919+581.2% | $4,761+460.7% |
| Participant deferral / active EE | $24,375 | $5,911+312.4% | $5,048+382.9% | $5,982+307.5% |
| Admin fee / account holder | $256 | $11,736-97.8% | $8,927-97.1% | $11,246-97.7% |