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 | $213,498 | $172,478+23.8% | $145,661+46.6% | $142,382+49.9% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.2%+4.6pp | 80.1%+1.7pp |
| Annual return | 16.96% | 151.09%-134.1pp | 101.46%-84.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,700 | $4,899-24.5% | $4,238-12.7% | $4,299-13.9% |
| Participant deferral / active EE | $11,321 | $8,348+35.6% | $7,198+57.3% | $6,507+74.0% |
| Admin fee / account holder | $8 | $16,864-100.0% | $12,466-99.9% | $12,624-99.9% |