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 7-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 | $205,656 | $209,336-1.8% | $197,124+4.3% | $137,256+49.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.77% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,775 | $6,591-42.7% | $6,227-39.4% | $4,156-9.2% |
| Participant deferral / active EE | $16,303 | $9,614+69.6% | $9,135+78.5% | $6,407+154.5% |
| Admin fee / account holder | $218 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |