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 | $176,912 | $150,440+17.6% | $136,294+29.8% | $147,584+19.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.59% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,667 | $5,256-30.2% | $4,695-21.9% | $4,876-24.8% |
| Participant deferral / active EE | $5,517 | $6,630-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $109 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |