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 10-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 | $171,984 | $197,591-13.0% | $177,821-3.3% | $158,922+8.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.10% | 58.76%-46.7pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $16,334 | $6,697+143.9% | $5,918+176.0% | $4,761+243.1% |
| Participant deferral / active EE | $9,060 | $8,405+7.8% | $7,714+17.5% | $5,982+51.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |