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 | $224,854 | $177,572+26.6% | $154,803+45.3% | $142,382+57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.21% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $11,625 | $4,810+141.7% | $4,305+170.0% | $4,299+170.4% |
| Participant deferral / active EE | $32,875 | $6,272+424.2% | $5,540+493.4% | $6,507+405.2% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |