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 | $214,378-21.6% | $200,582-16.2% | $142,382+18.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.98% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,961 | $6,841-12.9% | $6,419-7.1% | $4,299+38.7% |
| Participant deferral / active EE | $35,951 | $9,865+264.4% | $9,331+285.3% | $6,507+452.5% |
| Admin fee / account holder | $84 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |