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 5-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 | $200,742 | $168,632+19.0% | $147,614+36.0% | $125,391+60.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.44% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,597 | $6,252-74.5% | $5,564-71.3% | $4,866-67.2% |
| Participant deferral / active EE | $10,903 | $5,507+98.0% | $4,895+122.7% | $5,352+103.7% |
| Admin fee / account holder | $143 | $13,580-98.9% | $11,611-98.8% | $9,540-98.5% |