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 | $118,303 | $106,749+10.8% | $145,433-18.7% | $82,448+43.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.28% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $7,921 | $3,444+130.0% | $4,554+73.9% | $2,551+210.5% |
| Participant deferral / active EE | $6,495 | $6,519-0.4% | $7,897-17.8% | $4,139+56.9% |
| Admin fee / account holder | $258 | $8,390-96.9% | $13,129-98.0% | $7,234-96.4% |