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 | $182,748 | $209,832-12.9% | $189,513-3.6% | $167,490+9.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.20% | 748.27%-729.1pp | 555.15%-535.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $5,293 | $6,914-23.4% | $6,162-14.1% | $4,837+9.4% |
| Participant deferral / active EE | $17,367 | $8,935+94.4% | $8,221+111.2% | $6,341+173.9% |
| Admin fee / account holder | $13 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |