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 4-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 | $187,481 | $159,602+17.5% | $150,045+24.9% | $142,382+31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.89% | 70.24%-52.3pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,807 | $4,961+37.2% | $4,693+45.0% | $4,299+58.3% |
| Participant deferral / active EE | $16,705 | $8,310+101.0% | $7,997+108.9% | $6,507+156.7% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |