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 | $228,646 | $209,336+9.2% | $197,124+16.0% | $137,256+66.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 18.43% | 48.09%-29.7pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,357 | $6,591+42.0% | $6,227+50.3% | $4,156+125.1% |
| Participant deferral / active EE | $10,004 | $9,614+4.1% | $9,135+9.5% | $6,407+56.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |