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 | $135,534 | $209,336-35.3% | $197,124-31.2% | $137,256-1.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.81% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,061 | $6,591-68.7% | $6,227-66.9% | $4,156-50.4% |
| Participant deferral / active EE | $14,593 | $9,614+51.8% | $9,135+59.8% | $6,407+127.8% |
| Admin fee / account holder | $283 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |