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 9-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 | $170,681 | $169,032+1.0% | $129,207+32.1% | $145,922+17.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 14330.11%-14316.5pp | 9417.33%-9403.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,555 | $5,537-53.8% | $4,153-38.5% | $4,660-45.2% |
| Participant deferral / active EE | $11,255 | $4,987+125.7% | $4,168+170.1% | $6,688+68.3% |
| Admin fee / account holder | $88 | $9,954-99.1% | $7,715-98.9% | $13,397-99.3% |