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 | $180,696 | $176,056+2.6% | $159,436+13.3% | $167,490+7.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.85% | 331.75%-308.9pp | 263.57%-240.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $4,663 | $5,297-12.0% | $4,829-3.4% | $4,837-3.6% |
| Participant deferral / active EE | $19,000 | $7,750+145.2% | $7,352+158.4% | $6,341+199.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |