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 | $162,431 | $202,318-19.7% | $172,739-6.0% | $152,861+6.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.57% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $8,122 | $5,856+38.7% | $5,143+57.9% | $4,762+70.5% |
| Participant deferral / active EE | $7,849 | $5,948+32.0% | $5,198+51.0% | $5,850+34.2% |
| Admin fee / account holder | $210 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |