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 | $177,590 | $214,378-17.2% | $200,582-11.5% | $142,382+24.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.11% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-192.0pp |
| Employer contribution / active EE | $18,172 | $6,841+165.6% | $6,419+183.1% | $4,299+322.7% |
| Participant deferral / active EE | $12,410 | $9,865+25.8% | $9,331+33.0% | $6,507+90.7% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |