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 | $241,744 | $202,318+19.5% | $172,739+39.9% | $152,861+58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.84% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $8,209 | $5,856+40.2% | $5,143+59.6% | $4,762+72.4% |
| Participant deferral / active EE | $5,376 | $5,948-9.6% | $5,198+3.4% | $5,850-8.1% |
| Admin fee / account holder | $234 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |