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 | $113,103 | $209,336-46.0% | $197,124-42.6% | $137,256-17.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.86% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,209 | $6,591-21.0% | $6,227-16.4% | $4,156+25.3% |
| Participant deferral / active EE | $8,286 | $9,614-13.8% | $9,135-9.3% | $6,407+29.3% |
| Admin fee / account holder | $67 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |