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 | $202,435 | $159,602+26.8% | $150,045+34.9% | $142,382+42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.18% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,925 | $4,961+39.6% | $4,693+47.6% | $4,299+61.1% |
| Participant deferral / active EE | $16,790 | $8,310+102.0% | $7,997+109.9% | $6,507+158.0% |
| Admin fee / account holder | $237 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |