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 6-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 | $158,468 | $148,534+6.7% | $135,903+16.6% | $139,434+13.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.58% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $21,750 | $5,243+314.8% | $4,856+347.9% | $4,751+357.8% |
| Participant deferral / active EE | $16,250 | $8,100+100.6% | $7,758+109.5% | $6,710+142.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |