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 6-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 | $178,173 | $175,202+1.7% | $149,673+19.0% | $139,434+27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 114.92% | 166.71%-51.8pp | 134.42%-19.5pp | 372.94%-258.0pp |
| Employer contribution / active EE | $6,411 | $5,474+17.1% | $4,818+33.1% | $4,751+34.9% |
| Participant deferral / active EE | $10,625 | $6,519+63.0% | $5,680+87.1% | $6,710+58.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |