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 | $159,900 | $202,318-21.0% | $172,739-7.4% | $152,861+4.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 25.77% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $8,908 | $5,856+52.1% | $5,143+73.2% | $4,762+87.0% |
| Participant deferral / active EE | $8,081 | $5,948+35.9% | $5,198+55.5% | $5,850+38.1% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |