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 9-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 | $218,424 | $138,065+58.2% | $123,544+76.8% | $135,375+61.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 32.03% | 153.68%-121.7pp | 119.20%-87.2pp | 519.73%-487.7pp |
| Employer contribution / active EE | $4,282 | $5,151-16.9% | $4,628-7.5% | $4,779-10.4% |
| Participant deferral / active EE | $12,901 | $6,799+89.8% | $6,426+100.8% | $5,609+130.0% |
| Admin fee / account holder | $168 | $10,916-98.5% | $9,284-98.2% | $10,827-98.4% |