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 6-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 | $164,449 | $209,411-21.5% | $178,490-7.9% | $158,922+3.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.29% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,919 | $5,706-13.8% | $5,011-1.8% | $4,761+3.3% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |