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 | $182,644 | $176,056+3.7% | $159,436+14.6% | $167,490+9.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.90% | 331.75%-306.8pp | 263.57%-238.7pp | 478.56%-453.7pp |
| Employer contribution / active EE | $4,609 | $5,297-13.0% | $4,829-4.6% | $4,837-4.7% |
| Participant deferral / active EE | $11,216 | $7,750+44.7% | $7,352+52.6% | $6,341+76.9% |
| Admin fee / account holder | $33 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |