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 7-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 | $168,930 | $180,749-6.5% | $160,784+5.1% | $137,256+23.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 19.80% | 2234.46%-2214.7pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,342 | $4,155-67.7% | $3,733-64.0% | $4,156-67.7% |
| Participant deferral / active EE | $14,831 | $6,844+116.7% | $6,293+135.7% | $6,407+131.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |