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 | $172,088 | $183,592-6.3% | $155,567+10.6% | $145,959+17.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.78% | 61.24%-38.5pp | 64.74%-42.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $6,921 | $5,315+30.2% | $4,674+48.1% | $4,661+48.5% |
| Participant deferral / active EE | $27,250 | $6,464+321.6% | $5,628+384.2% | $6,689+307.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |