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 | $181,632 | $202,318-10.2% | $172,739+5.1% | $152,861+18.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.00% | 1029.65%-1007.7pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $6,945 | $5,856+18.6% | $5,143+35.0% | $4,762+45.8% |
| Participant deferral / active EE | $5,278 | $5,948-11.3% | $5,198+1.5% | $5,850-9.8% |
| Admin fee / account holder | $46 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |