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 | $174,458 | $172,478+1.1% | $145,661+19.8% | $142,382+22.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.06% | 151.09%-136.0pp | 101.46%-86.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,680 | $4,899-24.9% | $4,238-13.2% | $4,299-14.4% |
| Participant deferral / active EE | $25,845 | $8,348+209.6% | $7,198+259.0% | $6,507+297.2% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |