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 5-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 | $214,690 | $180,749+18.8% | $160,784+33.5% | $137,256+56.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.84% | 2234.46%-2214.6pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $14,872 | $4,155+257.9% | $3,733+298.4% | $4,156+257.9% |
| Participant deferral / active EE | $16,526 | $6,844+141.5% | $6,293+162.6% | $6,407+158.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |