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 | $211,042 | $185,822+13.6% | $169,993+24.1% | $139,434+51.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.16% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,986 | $7,590-60.7% | $6,785-56.0% | $4,751-37.1% |
| Participant deferral / active EE | $8,768 | $11,622-24.6% | $10,408-15.8% | $6,710+30.7% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |