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 6-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 | $167,934 | $179,726-6.6% | $156,263+7.5% | $142,382+17.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.29% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,438 | $5,069+27.0% | $4,333+48.6% | $4,299+49.8% |
| Participant deferral / active EE | $11,442 | $6,956+64.5% | $6,158+85.8% | $6,507+75.8% |
| Admin fee / account holder | $177 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |