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 10-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 | $214,963 | $214,378+0.3% | $200,582+7.2% | $142,382+51.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.06% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,393 | $6,841-50.4% | $6,419-47.1% | $4,299-21.1% |
| Participant deferral / active EE | $24,717 | $9,865+150.6% | $9,331+164.9% | $6,507+279.8% |
| Admin fee / account holder | $103 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |