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 | $175,672 | $202,318-13.2% | $172,739+1.7% | $152,861+14.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.36% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $9,732 | $5,856+66.2% | $5,143+89.2% | $4,762+104.3% |
| Participant deferral / active EE | $11,769 | $5,948+97.9% | $5,198+126.4% | $5,850+101.2% |
| Admin fee / account holder | $48 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |