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 | $206,470 | $209,411-1.4% | $178,490+15.7% | $158,922+29.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.85% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,579 | $5,706-2.2% | $5,011+11.4% | $4,761+17.2% |
| Participant deferral / active EE | $5,639 | $5,954-5.3% | $5,202+8.4% | $5,982-5.7% |
| Admin fee / account holder | $299 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |