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 | $118,177 | $202,318-41.6% | $172,739-31.6% | $152,861-22.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.19% | 1029.65%-1007.5pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $5,833 | $5,856-0.4% | $5,143+13.4% | $4,762+22.5% |
| Participant deferral / active EE | $4,937 | $5,948-17.0% | $5,198-5.0% | $5,850-15.6% |
| Admin fee / account holder | $294 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |