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 | $198,661 | $202,318-1.8% | $172,739+15.0% | $152,861+30.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.81% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $6,164 | $5,856+5.3% | $5,143+19.9% | $4,762+29.4% |
| Participant deferral / active EE | $5,569 | $5,948-6.4% | $5,198+7.1% | $5,850-4.8% |
| Admin fee / account holder | $164 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |