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 | $181,619 | $183,963-1.3% | $162,163+12.0% | $152,861+18.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 417.32% | 150.76%+266.6pp | 115.59%+301.7pp | 345.32%+72.0pp |
| Employer contribution / active EE | $21,763 | $6,371+241.6% | $5,614+287.7% | $4,762+357.0% |
| Participant deferral / active EE | $12,375 | $8,034+54.0% | $7,298+69.6% | $5,850+111.5% |
| Admin fee / account holder | $38 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |