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 | $160,748 | $209,832-23.4% | $189,513-15.2% | $167,490-4.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.36% | 748.27%-724.9pp | 555.15%-531.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,669 | $6,914-75.9% | $6,162-72.9% | $4,837-65.5% |
| Participant deferral / active EE | $5,754 | $8,935-35.6% | $8,221-30.0% | $6,341-9.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |