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 | $133,131 | $202,318-34.2% | $172,739-22.9% | $152,861-12.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $10,150 | $5,856+73.3% | $5,143+97.4% | $4,762+113.1% |
| Participant deferral / active EE | $5,976 | $5,948+0.5% | $5,198+15.0% | $5,850+2.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |