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 10-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 | $197,039 | $202,432-2.7% | $169,368+16.3% | $139,434+41.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.98% | 531.74%-515.8pp | 405.60%-389.6pp | 372.94%-357.0pp |
| Employer contribution / active EE | $24,892 | $4,692+430.5% | $4,013+520.3% | $4,751+424.0% |
| Participant deferral / active EE | $8,467 | $6,938+22.0% | $6,221+36.1% | $6,710+26.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |