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 9-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 | $198,651 | $198,466+0.1% | $170,442+16.6% | $147,584+34.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.90% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,073 | $6,184-66.5% | $5,433-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $8,775 | $5,629+55.9% | $4,939+77.6% | $5,439+61.3% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |