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 8-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 | $182,477 | $197,591-7.6% | $177,821+2.6% | $158,922+14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.16% | 58.76%-37.6pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $23,831 | $6,697+255.8% | $5,918+302.7% | $4,761+400.5% |
| Participant deferral / active EE | $7,655 | $8,405-8.9% | $7,714-0.8% | $5,982+28.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |