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 | $174,890 | $202,318-13.6% | $172,739+1.2% | $152,861+14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.48% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,424 | $5,856-75.7% | $5,143-72.3% | $4,762-70.1% |
| Participant deferral / active EE | $8,597 | $5,948+44.5% | $5,198+65.4% | $5,850+47.0% |
| Admin fee / account holder | $294 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |