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 | $184,374 | $202,318-8.9% | $172,739+6.7% | $152,861+20.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.27% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $15,980 | $5,856+172.9% | $5,143+210.7% | $4,762+235.6% |
| Participant deferral / active EE | $10,014 | $5,948+68.4% | $5,198+92.7% | $5,850+71.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |