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 8-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 | $215,098 | $209,411+2.7% | $178,490+20.5% | $158,922+35.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.23% | 188.75%-154.5pp | 151.07%-116.8pp | 302.83%-268.6pp |
| Employer contribution / active EE | $37,500 | $5,706+557.2% | $5,011+648.4% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $198 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |