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 | $199,089 | $197,591+0.8% | $177,821+12.0% | $158,922+25.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 22.99% | 58.76%-35.8pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,824 | $6,697-57.8% | $5,918-52.3% | $4,761-40.7% |
| Participant deferral / active EE | $7,379 | $8,405-12.2% | $7,714-4.3% | $5,982+23.4% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |