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 | $184,609 | $202,318-8.8% | $172,739+6.9% | $152,861+20.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.97% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $10,077 | $5,856+72.1% | $5,143+95.9% | $4,762+111.6% |
| Participant deferral / active EE | $5,308 | $5,948-10.8% | $5,198+2.1% | $5,850-9.3% |
| Admin fee / account holder | $95 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |