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 | $238,354 | $169,032+41.0% | $129,207+84.5% | $145,922+63.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.48% | 14330.11%-14320.6pp | 9417.33%-9407.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,766 | $5,537-68.1% | $4,153-57.5% | $4,660-62.1% |
| Participant deferral / active EE | $24,701 | $4,987+395.3% | $4,168+492.7% | $6,688+269.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |