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 | $184,258 | $159,934+15.2% | $147,005+25.3% | $145,959+26.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.54% | 98.24%-79.7pp | 418.76%-400.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,738 | $5,287-67.1% | $4,934-64.8% | $4,661-62.7% |
| Participant deferral / active EE | $9,762 | $8,427+15.8% | $8,070+21.0% | $6,689+46.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |