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 | $197,174 | $198,466-0.7% | $170,442+15.7% | $147,584+33.6% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 20.64% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $6,935 | $6,184+12.2% | $5,433+27.7% | $4,876+42.2% |
| Participant deferral / active EE | $7,973 | $5,629+41.6% | $4,939+61.4% | $5,439+46.6% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |