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 7-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 | $204,917 | $209,336-2.1% | $197,124+4.0% | $137,256+49.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.84% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $10,615 | $6,591+61.1% | $6,227+70.4% | $4,156+155.4% |
| Participant deferral / active EE | $12,291 | $9,614+27.8% | $9,135+34.6% | $6,407+91.8% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |