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 | $196,153 | $176,056+11.4% | $159,436+23.0% | $167,490+17.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 83.01% | 331.75%-248.7pp | 263.57%-180.6pp | 478.56%-395.6pp |
| Employer contribution / active EE | $3,872 | $5,297-26.9% | $4,829-19.8% | $4,837-20.0% |
| Participant deferral / active EE | $11,025 | $7,750+42.3% | $7,352+50.0% | $6,341+73.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |