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 6-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 | $210,818 | $197,591+6.7% | $177,821+18.6% | $158,922+32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,210 | $6,697-7.3% | $5,918+4.9% | $4,761+30.4% |
| Participant deferral / active EE | $8,774 | $8,405+4.4% | $7,714+13.7% | $5,982+46.7% |
| Admin fee / account holder | $91 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |