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 | $187,494 | $198,466-5.5% | $170,442+10.0% | $147,584+27.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,949 | $6,184-52.3% | $5,433-45.7% | $4,876-39.5% |
| Participant deferral / active EE | $9,454 | $5,629+67.9% | $4,939+91.4% | $5,439+73.8% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |