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 6-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 | $203,630 | $197,591+3.1% | $177,821+14.5% | $158,922+28.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 16.89% | 58.76%-41.9pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,744 | $6,697-14.2% | $5,918-3.0% | $4,761+20.6% |
| Participant deferral / active EE | $14,531 | $8,405+72.9% | $7,714+88.4% | $5,982+142.9% |
| Admin fee / account holder | $185 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |