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 | $151,207 | $198,466-23.8% | $170,442-11.3% | $147,584+2.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,992 | $6,184+13.1% | $5,433+28.7% | $4,876+43.4% |
| Participant deferral / active EE | $7,042 | $5,629+25.1% | $4,939+42.6% | $5,439+29.5% |
| Admin fee / account holder | $176 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |