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 | $169,924 | $209,411-18.9% | $178,490-4.8% | $158,922+6.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.47% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,398 | $5,706+47.2% | $5,011+67.6% | $4,761+76.4% |
| Participant deferral / active EE | $7,655 | $5,954+28.6% | $5,202+47.2% | $5,982+28.0% |
| Admin fee / account holder | $217 | $17,074-98.7% | $13,984-98.4% | $11,246-98.1% |