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 5-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 | $211,534 | $185,822+13.8% | $169,993+24.4% | $139,434+51.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.18% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $13,840 | $7,590+82.3% | $6,785+104.0% | $4,751+191.3% |
| Participant deferral / active EE | $15,753 | $11,622+35.5% | $10,408+51.4% | $6,710+134.8% |
| Admin fee / account holder | $103 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |