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 | $201,259+0.6% | $184,200+9.9% | $145,959+38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.87% | 28.98%-1.1pp | 28.80%-0.9pp | 561.95%-534.1pp |
| Employer contribution / active EE | $4,520 | $7,018-35.6% | $6,424-29.6% | $4,661-3.0% |
| Participant deferral / active EE | $10,500 | $9,806+7.1% | $9,132+15.0% | $6,689+57.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |