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 | $188,440 | $209,336-10.0% | $197,124-4.4% | $137,256+37.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.80% | 48.09%-25.3pp | 44.34%-21.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $13,501 | $6,591+104.8% | $6,227+116.8% | $4,156+224.8% |
| Participant deferral / active EE | $13,039 | $9,614+35.6% | $9,135+42.7% | $6,407+103.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |