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 | $206,534 | $755,339-72.7% | $379,746-45.6% | $158,922+30.0% |
| Participation rate | 82.4% | 81.8%+0.6pp | 78.4%+3.9pp | 82.0%+0.4pp |
| Annual return | 24.02% | 53.41%-29.4pp | 34.90%-10.9pp | 302.83%-278.8pp |
| Employer contribution / active EE | $4,899 | $4,685+4.6% | $3,540+38.4% | $4,761+2.9% |
| Participant deferral / active EE | $8,813 | $7,938+11.0% | $6,024+46.3% | $5,982+47.3% |
| Admin fee / account holder | $194 | $14,482-98.7% | $7,927-97.5% | $11,246-98.3% |