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 8-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 | $197,800 | $209,336-5.5% | $197,124+0.3% | $137,256+44.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.07% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $13,103 | $6,591+98.8% | $6,227+110.4% | $4,156+215.3% |
| Participant deferral / active EE | $12,101 | $9,614+25.9% | $9,135+32.5% | $6,407+88.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |