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 4-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 | $181,561 | $180,749+0.4% | $160,784+12.9% | $137,256+32.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.61% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,695 | $4,155+13.0% | $3,733+25.8% | $4,156+13.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $121 | $10,397-98.8% | $9,717-98.8% | $12,270-99.0% |