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 | $180,798 | $197,591-8.5% | $177,821+1.7% | $158,922+13.8% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 26.56% | 58.76%-32.2pp | 48.32%-21.8pp | 302.83%-276.3pp |
| Employer contribution / active EE | $7,651 | $6,697+14.2% | $5,918+29.3% | $4,761+60.7% |
| Participant deferral / active EE | $14,346 | $8,405+70.7% | $7,714+86.0% | $5,982+139.8% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |