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 5-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 | $222,273 | $177,572+25.2% | $154,803+43.6% | $142,382+56.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.69% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,979 | $4,810-17.3% | $4,305-7.6% | $4,299-7.4% |
| Participant deferral / active EE | $17,128 | $6,272+173.1% | $5,540+209.1% | $6,507+163.2% |
| Admin fee / account holder | $188 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |