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 | $159,071 | $157,256+1.2% | $141,162+12.7% | $152,861+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 136.39% | 64.32%+72.1pp | 71.39%+65.0pp | 345.32%-208.9pp |
| Employer contribution / active EE | $4,951 | $5,261-5.9% | $4,735+4.6% | $4,762+4.0% |
| Participant deferral / active EE | $8,305 | $7,109+16.8% | $6,709+23.8% | $5,850+42.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |