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 | $185,523 | $183,963+0.8% | $162,163+14.4% | $152,861+21.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.55% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,277 | $6,371-48.6% | $5,614-41.6% | $4,762-31.2% |
| Participant deferral / active EE | $8,867 | $8,034+10.4% | $7,298+21.5% | $5,850+51.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |