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 | $190,279 | $214,378-11.2% | $200,582-5.1% | $142,382+33.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.67% | 46.41%-18.7pp | 42.33%-14.7pp | 217.08%-189.4pp |
| Employer contribution / active EE | $26,245 | $6,841+283.6% | $6,419+308.9% | $4,299+510.5% |
| Participant deferral / active EE | $24,348 | $9,865+146.8% | $9,331+160.9% | $6,507+274.2% |
| Admin fee / account holder | $262 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |