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 9-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 | $196,460 | $165,335+18.8% | $149,696+31.2% | $158,922+23.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.56% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,734 | $7,181+7.7% | $6,842+13.0% | $5,982+29.3% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |