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 | $168,021 | $209,336-19.7% | $197,124-14.8% | $137,256+22.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.98% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,961 | $6,591-9.6% | $6,227-4.3% | $4,156+43.4% |
| Participant deferral / active EE | $35,951 | $9,614+273.9% | $9,135+293.6% | $6,407+461.1% |
| Admin fee / account holder | $84 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |