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 | $180,258 | $197,591-8.8% | $177,821+1.4% | $158,922+13.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 9.33% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $5,116 | $6,697-23.6% | $5,918-13.6% | $4,761+7.5% |
| Participant deferral / active EE | $10,251 | $8,405+22.0% | $7,714+32.9% | $5,982+71.4% |
| Admin fee / account holder | $63 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |