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 | $183,016 | $202,318-9.5% | $172,739+5.9% | $152,861+19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.55% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $9,134 | $5,856+56.0% | $5,143+77.6% | $4,762+91.8% |
| Participant deferral / active EE | $12,632 | $5,948+112.4% | $5,198+143.0% | $5,850+115.9% |
| Admin fee / account holder | $209 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |