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 | $169,219 | $209,336-19.2% | $197,124-14.2% | $137,256+23.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.84% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,135 | $6,591-67.6% | $6,227-65.7% | $4,156-48.6% |
| Participant deferral / active EE | $15,016 | $9,614+56.2% | $9,135+64.4% | $6,407+134.4% |
| Admin fee / account holder | $82 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |