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 | $178,435 | $198,466-10.1% | $170,442+4.7% | $147,584+20.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,884 | $6,184-37.2% | $5,433-28.5% | $4,876-20.3% |
| Participant deferral / active EE | $5,533 | $5,629-1.7% | $4,939+12.0% | $5,439+1.7% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |