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 | $206,332 | $210,648-2.0% | $177,989+15.9% | $145,922+41.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.21% | 385.86%-377.6pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,298 | $4,565-49.7% | $3,949-41.8% | $4,660-50.7% |
| Participant deferral / active EE | $4,600 | $6,958-33.9% | $6,276-26.7% | $6,688-31.2% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |