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 | $183,986 | $209,336-12.1% | $197,124-6.7% | $137,256+34.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.45% | 48.09%-31.6pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,500 | $6,591-31.7% | $6,227-27.7% | $4,156+8.3% |
| Participant deferral / active EE | $20,800 | $9,614+116.3% | $9,135+127.7% | $6,407+224.7% |
| Admin fee / account holder | $78 | $17,308-99.5% | $16,298-99.5% | $12,270-99.4% |