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 | $174,414 | $209,832-16.9% | $189,513-8.0% | $167,490+4.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.09% | 748.27%-720.2pp | 555.15%-527.1pp | 478.56%-450.5pp |
| Employer contribution / active EE | $2,184 | $6,914-68.4% | $6,162-64.6% | $4,837-54.9% |
| Participant deferral / active EE | $15,167 | $8,935+69.7% | $8,221+84.5% | $6,341+139.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |