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 | $172,227 | $198,466-13.2% | $170,442+1.0% | $147,584+16.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 129.05% | 257.29%-128.2pp | 205.93%-76.9pp | 578.55%-449.5pp |
| Employer contribution / active EE | $5,674 | $6,184-8.2% | $5,433+4.4% | $4,876+16.4% |
| Participant deferral / active EE | $8,672 | $5,629+54.0% | $4,939+75.6% | $5,439+59.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |