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 | $202,521 | $201,272+0.6% | $184,203+9.9% | $145,922+38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.87% | 29.00%-1.1pp | 28.81%-0.9pp | 561.29%-533.4pp |
| Employer contribution / active EE | $4,520 | $7,022-35.6% | $6,427-29.7% | $4,660-3.0% |
| Participant deferral / active EE | $10,500 | $9,806+7.1% | $9,131+15.0% | $6,688+57.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |