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 | $187,147 | $228,332-18.0% | $185,823+0.7% | $158,922+17.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.75% | 40.80%-11.0pp | 35.95%-6.2pp | 302.83%-273.1pp |
| Employer contribution / active EE | $4,754 | $4,967-4.3% | $4,087+16.3% | $4,761-0.2% |
| Participant deferral / active EE | $7,398 | $6,415+15.3% | $5,632+31.3% | $5,982+23.7% |
| Admin fee / account holder | $19 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |