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 | $210,536 | $157,256+33.9% | $141,162+49.1% | $152,861+37.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 22.97% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,384 | $5,261+2.3% | $4,735+13.7% | $4,762+13.1% |
| Participant deferral / active EE | $11,629 | $7,109+63.6% | $6,709+73.3% | $5,850+98.8% |
| Admin fee / account holder | $160 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |