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 | $186,765 | $154,228+21.1% | $145,433+28.4% | $137,256+36.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 40.53% | 74.59%-34.1pp | 66.58%-26.0pp | 220.34%-179.8pp |
| Employer contribution / active EE | $3,947 | $4,804-17.8% | $4,554-13.3% | $4,156-5.0% |
| Participant deferral / active EE | $8,921 | $8,216+8.6% | $7,897+13.0% | $6,407+39.2% |
| Admin fee / account holder | $197 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |