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 | $169,708 | $209,411-19.0% | $178,490-4.9% | $158,922+6.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.39% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,226 | $5,706-78.5% | $5,011-75.5% | $4,761-74.3% |
| Participant deferral / active EE | $3,347 | $5,954-43.8% | $5,202-35.7% | $5,982-44.1% |
| Admin fee / account holder | $40 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |