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 3-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 | $127,833 | $159,602-19.9% | $150,045-14.8% | $142,382-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 218.51% | 70.24%+148.3pp | 62.55%+156.0pp | 217.08%+1.4pp |
| Employer contribution / active EE | $16,912 | $4,961+240.9% | $4,693+260.4% | $4,299+293.4% |
| Participant deferral / active EE | $22,488 | $8,310+170.6% | $7,997+181.2% | $6,507+245.6% |
| Admin fee / account holder | $210 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |