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 9-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 | $137,723 | $209,336-34.2% | $197,124-30.1% | $137,256+0.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.08% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,566 | $6,591-61.1% | $6,227-58.8% | $4,156-38.3% |
| Participant deferral / active EE | $8,600 | $9,614-10.5% | $9,135-5.9% | $6,407+34.2% |
| Admin fee / account holder | $148 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |