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 | $182,800 | $183,963-0.6% | $162,163+12.7% | $152,861+19.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 18.99% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,655 | $6,371-74.0% | $5,614-70.5% | $4,762-65.3% |
| Participant deferral / active EE | $3,241 | $8,034-59.7% | $7,298-55.6% | $5,850-44.6% |
| Admin fee / account holder | $184 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |