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 | $191,474 | $159,602+20.0% | $150,045+27.6% | $142,382+34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.06% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,357 | $4,961-32.3% | $4,693-28.5% | $4,299-21.9% |
| Participant deferral / active EE | $13,296 | $8,310+60.0% | $7,997+66.3% | $6,507+104.3% |
| Admin fee / account holder | $191 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |