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 | $187,956 | $209,336-10.2% | $197,124-4.7% | $137,256+36.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.05% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $11,417 | $6,591+73.2% | $6,227+83.3% | $4,156+174.7% |
| Participant deferral / active EE | $14,250 | $9,614+48.2% | $9,135+56.0% | $6,407+122.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |