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 | $185,290 | $171,865+7.8% | $149,718+23.8% | $147,584+25.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.79% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,690 | $6,275-9.3% | $5,445+4.5% | $4,876+16.7% |
| Participant deferral / active EE | $8,922 | $7,271+22.7% | $6,569+35.8% | $5,439+64.0% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |