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 | $174,181 | $202,318-13.9% | $172,739+0.8% | $152,861+13.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.96% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $7,004 | $5,856+19.6% | $5,143+36.2% | $4,762+47.1% |
| Participant deferral / active EE | $3,892 | $5,948-34.6% | $5,198-25.1% | $5,850-33.5% |
| Admin fee / account holder | $298 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |