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 | $206,596 | $209,832-1.5% | $189,513+9.0% | $167,490+23.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.83% | 748.27%-730.4pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $26,853 | $6,914+288.4% | $6,162+335.8% | $4,837+455.1% |
| Participant deferral / active EE | $21,453 | $8,935+140.1% | $8,221+160.9% | $6,341+238.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |