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 | $159,634 | $104,251+53.1% | $91,001+75.4% | $147,584+8.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 16.49% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,701 | $3,116-13.3% | $2,456+10.0% | $4,876-44.6% |
| Participant deferral / active EE | $8,067 | $4,195+92.3% | $3,547+127.4% | $5,439+48.3% |
| Admin fee / account holder | $298 | $8,948-96.7% | $5,417-94.5% | $10,885-97.3% |