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 8-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 | $167,084 | $177,572-5.9% | $154,803+7.9% | $142,382+17.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.39% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,342 | $4,810-30.5% | $4,305-22.4% | $4,299-22.3% |
| Participant deferral / active EE | $12,700 | $6,272+102.5% | $5,540+129.2% | $6,507+95.2% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |