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 | $181,819 | $202,318-10.1% | $172,739+5.3% | $152,861+18.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.28% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $15,610 | $5,856+166.6% | $5,143+203.5% | $4,762+227.8% |
| Participant deferral / active EE | $15,954 | $5,948+168.2% | $5,198+207.0% | $5,850+172.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |