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 5-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 | $213,559 | $217,402-1.8% | $185,823+14.9% | $167,490+27.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 578.85% | 148.36%+430.5pp | 122.05%+456.8pp | 478.56%+100.3pp |
| Employer contribution / active EE | $5,000 | $5,873-14.9% | $5,167-3.2% | $4,837+3.4% |
| Participant deferral / active EE | $5,000 | $6,356-21.3% | $5,568-10.2% | $6,341-21.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |