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 | $162,281 | $201,272-19.4% | $184,203-11.9% | $145,922+11.2% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 28.15% | 29.00%-0.9pp | 28.81%-0.7pp | 561.29%-533.1pp |
| Employer contribution / active EE | $6,342 | $7,022-9.7% | $6,427-1.3% | $4,660+36.1% |
| Participant deferral / active EE | $8,706 | $9,806-11.2% | $9,131-4.7% | $6,688+30.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |