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 | $121,931 | $154,228-20.9% | $145,433-16.2% | $137,256-11.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.31% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $9,489 | $4,804+97.5% | $4,554+108.3% | $4,156+128.3% |
| Participant deferral / active EE | $7,122 | $8,216-13.3% | $7,897-9.8% | $6,407+11.2% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |