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 10-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 | $208,037 | $202,432+2.8% | $169,368+22.8% | $139,434+49.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.57% | 531.74%-517.2pp | 405.60%-391.0pp | 372.94%-358.4pp |
| Employer contribution / active EE | $8,220 | $4,692+75.2% | $4,013+104.8% | $4,751+73.0% |
| Participant deferral / active EE | $8,558 | $6,938+23.3% | $6,221+37.6% | $6,710+27.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |