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 | $247,874 | $197,591+25.4% | $177,821+39.4% | $158,922+56.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.94% | 58.76%-45.8pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $20,185 | $6,697+201.4% | $5,918+241.1% | $4,761+324.0% |
| Participant deferral / active EE | $11,879 | $8,405+41.3% | $7,714+54.0% | $5,982+98.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |