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 7-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 | $214,829 | $214,378+0.2% | $200,582+7.1% | $142,382+50.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.08% | 46.41%-23.3pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $13,434 | $6,841+96.4% | $6,419+109.3% | $4,299+212.5% |
| Participant deferral / active EE | $25,333 | $9,865+156.8% | $9,331+171.5% | $6,507+289.3% |
| Admin fee / account holder | $231 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |