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 | $206,919 | $176,056+17.5% | $159,436+29.8% | $167,490+23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,370 | $5,297-74.1% | $4,829-71.6% | $4,837-71.7% |
| Participant deferral / active EE | $9,436 | $7,750+21.8% | $7,352+28.3% | $6,341+48.8% |
| Admin fee / account holder | $50 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |