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 6-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 | $194,389 | $201,259-3.4% | $184,200+5.5% | $145,959+33.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.56% | 28.98%-8.4pp | 28.80%-8.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $5,264 | $7,018-25.0% | $6,424-18.1% | $4,661+12.9% |
| Participant deferral / active EE | $16,833 | $9,806+71.7% | $9,132+84.3% | $6,689+151.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |