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 | $184,077 | $198,466-7.3% | $170,442+8.0% | $147,584+24.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.62% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,672 | $6,184-40.6% | $5,433-32.4% | $4,876-24.7% |
| Participant deferral / active EE | $5,251 | $5,629-6.7% | $4,939+6.3% | $5,439-3.5% |
| Admin fee / account holder | $269 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |