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 | $173,971 | $202,318-14.0% | $172,739+0.7% | $152,861+13.8% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 22.48% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,409 | $5,856-24.7% | $5,143-14.3% | $4,762-7.4% |
| Participant deferral / active EE | $5,019 | $5,948-15.6% | $5,198-3.4% | $5,850-14.2% |
| Admin fee / account holder | $215 | $17,109-98.7% | $13,954-98.5% | $11,596-98.1% |