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 | $188,033 | $148,534+26.6% | $135,903+38.4% | $139,434+34.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.56% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,051 | $5,243-22.7% | $4,856-16.6% | $4,751-14.7% |
| Participant deferral / active EE | $12,729 | $8,100+57.2% | $7,758+64.1% | $6,710+89.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |