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 | $199,236 | $202,318-1.5% | $172,739+15.3% | $152,861+30.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.78% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,374 | $5,856-76.5% | $5,143-73.3% | $4,762-71.2% |
| Participant deferral / active EE | $8,633 | $5,948+45.1% | $5,198+66.1% | $5,850+47.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |