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 | $155,453 | $198,466-21.7% | $170,442-8.8% | $147,584+5.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.82% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $6,414 | $6,184+3.7% | $5,433+18.1% | $4,876+31.5% |
| Participant deferral / active EE | $4,388 | $5,629-22.1% | $4,939-11.2% | $5,439-19.3% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |