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 | $180,293 | $172,111+4.8% | $150,298+20.0% | $137,256+31.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.70% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $8,936 | $4,636+92.7% | $4,154+115.1% | $4,156+115.0% |
| Participant deferral / active EE | $11,154 | $6,166+80.9% | $5,453+104.6% | $6,407+74.1% |
| Admin fee / account holder | $188 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |