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 | $221,691 | $226,064-1.9% | $182,532+21.5% | $152,861+45.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 16.48% | 192.51%-176.0pp | 148.54%-132.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $3,800 | $4,978-23.7% | $4,076-6.8% | $4,762-20.2% |
| Participant deferral / active EE | $16,041 | $6,368+151.9% | $5,524+190.4% | $5,850+174.2% |
| Admin fee / account holder | $299 | $10,703-97.2% | $8,592-96.5% | $11,596-97.4% |