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 | $181,120 | $183,519-1.3% | $155,509+16.5% | $145,922+24.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $9,903 | $5,313+86.4% | $4,672+111.9% | $4,660+112.5% |
| Participant deferral / active EE | $7,688 | $6,462+19.0% | $5,626+36.7% | $6,688+15.0% |
| Admin fee / account holder | $89 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |