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 | $214,818 | $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 | 16.17% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,884 | $6,841+29.9% | $6,419+38.4% | $4,299+106.6% |
| Participant deferral / active EE | $31,607 | $9,865+220.4% | $9,331+238.7% | $6,507+385.7% |
| Admin fee / account holder | $247 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |