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 | $155,926 | $154,228+1.1% | $145,433+7.2% | $137,256+13.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.58% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $5,256 | $4,804+9.4% | $4,554+15.4% | $4,156+26.5% |
| Participant deferral / active EE | $18,120 | $8,216+120.5% | $7,897+129.4% | $6,407+182.8% |
| Admin fee / account holder | $171 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |