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 | $209,686 | $159,602+31.4% | $150,045+39.7% | $142,382+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.83% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $15,371 | $4,961+209.9% | $4,693+227.5% | $4,299+257.5% |
| Participant deferral / active EE | $17,676 | $8,310+112.7% | $7,997+121.0% | $6,507+171.6% |
| Admin fee / account holder | $222 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |