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 | $187,956 | $214,378-12.3% | $200,582-6.3% | $142,382+32.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.05% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $11,417 | $6,841+66.9% | $6,419+77.9% | $4,299+165.6% |
| Participant deferral / active EE | $14,250 | $9,865+44.5% | $9,331+52.7% | $6,507+119.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |