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 8-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 | $174,139 | $165,335+5.3% | $149,696+16.3% | $158,922+9.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.65% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $11,917 | $5,103+133.5% | $4,644+156.6% | $4,761+150.3% |
| Participant deferral / active EE | $12,993 | $7,181+80.9% | $6,842+89.9% | $5,982+117.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |