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 | $192,738 | $175,202+10.0% | $149,673+28.8% | $139,434+38.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.87% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,585 | $5,474-16.2% | $4,818-4.8% | $4,751-3.5% |
| Participant deferral / active EE | $15,650 | $6,519+140.1% | $5,680+175.5% | $6,710+133.2% |
| Admin fee / account holder | $128 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |