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 | $223,054 | $183,963+21.2% | $162,163+37.5% | $152,861+45.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.14% | 150.76%-121.6pp | 115.59%-86.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $5,257 | $6,371-17.5% | $5,614-6.3% | $4,762+10.4% |
| Participant deferral / active EE | $12,256 | $8,034+52.5% | $7,298+67.9% | $5,850+109.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |