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 | $188,900 | $202,318-6.6% | $172,739+9.4% | $152,861+23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,220 | $5,856-27.9% | $5,143-17.9% | $4,762-11.4% |
| Participant deferral / active EE | $5,413 | $5,948-9.0% | $5,198+4.1% | $5,850-7.5% |
| Admin fee / account holder | $53 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |