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 | $173,702 | $198,466-12.5% | $170,442+1.9% | $147,584+17.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 142.27% | 257.29%-115.0pp | 205.93%-63.7pp | 578.55%-436.3pp |
| Employer contribution / active EE | $4,507 | $6,184-27.1% | $5,433-17.0% | $4,876-7.6% |
| Participant deferral / active EE | $11,809 | $5,629+109.8% | $4,939+139.1% | $5,439+117.1% |
| Admin fee / account holder | $74 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |