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 | $171,360 | $175,202-2.2% | $149,673+14.5% | $139,434+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 77.91% | 166.71%-88.8pp | 134.42%-56.5pp | 372.94%-295.0pp |
| Employer contribution / active EE | $8,374 | $5,474+53.0% | $4,818+73.8% | $4,751+76.3% |
| Participant deferral / active EE | $8,686 | $6,519+33.2% | $5,680+52.9% | $6,710+29.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |