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 | $197,243 | $209,336-5.8% | $197,124+0.1% | $137,256+43.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.09% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,011 | $6,591-54.3% | $6,227-51.6% | $4,156-27.6% |
| Participant deferral / active EE | $5,813 | $9,614-39.5% | $9,135-36.4% | $6,407-9.3% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |