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 3-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 | $242,557 | $214,378+13.1% | $200,582+20.9% | $142,382+70.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.25% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $7,532 | $6,841+10.1% | $6,419+17.3% | $4,299+75.2% |
| Participant deferral / active EE | $13,843 | $9,865+40.3% | $9,331+48.4% | $6,507+112.7% |
| Admin fee / account holder | $34 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |