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 | $208,291 | $210,648-1.1% | $177,989+17.0% | $145,922+42.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.81% | 385.86%-366.0pp | 294.48%-274.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,360 | $4,565-26.4% | $3,949-14.9% | $4,660-27.9% |
| Participant deferral / active EE | $13,233 | $6,958+90.2% | $6,276+110.8% | $6,688+97.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |