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 | $177,352 | $185,200-4.2% | $142,863+24.1% | $167,490+5.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.06% | 8555.70%-8542.6pp | 5637.54%-5624.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $13,677 | $5,604+144.0% | $4,144+230.1% | $4,837+182.7% |
| Participant deferral / active EE | $13,034 | $4,494+190.0% | $3,837+239.7% | $6,341+105.5% |
| Admin fee / account holder | $294 | $8,031-96.3% | $6,560-95.5% | $12,309-97.6% |