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 | $171,812 | $179,726-4.4% | $156,263+10.0% | $142,382+20.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.76% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $13,790 | $5,069+172.0% | $4,333+218.2% | $4,299+220.8% |
| Participant deferral / active EE | $8,566 | $6,956+23.1% | $6,158+39.1% | $6,507+31.6% |
| Admin fee / account holder | $156 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |