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 7-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 | $198,041 | $209,832-5.6% | $189,513+4.5% | $167,490+18.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 33.23% | 748.27%-715.0pp | 555.15%-521.9pp | 478.56%-445.3pp |
| Employer contribution / active EE | $1,696 | $6,914-75.5% | $6,162-72.5% | $4,837-64.9% |
| Participant deferral / active EE | $10,844 | $8,935+21.4% | $8,221+31.9% | $6,341+71.0% |
| Admin fee / account holder | $1 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |