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 | $185,942 | $209,411-11.2% | $178,490+4.2% | $158,922+17.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.55% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,694 | $5,706-52.8% | $5,011-46.2% | $4,761-43.4% |
| Participant deferral / active EE | $4,429 | $5,954-25.6% | $5,202-14.9% | $5,982-26.0% |
| Admin fee / account holder | $212 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |