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 | $225,212 | $209,336+7.6% | $197,124+14.2% | $137,256+64.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.82% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,473 | $6,591-32.1% | $6,227-28.2% | $4,156+7.6% |
| Participant deferral / active EE | $13,782 | $9,614+43.3% | $9,135+50.9% | $6,407+115.1% |
| Admin fee / account holder | $215 | $17,308-98.8% | $16,298-98.7% | $12,270-98.2% |