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 | $190,857 | $175,202+8.9% | $149,673+27.5% | $139,434+36.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.83% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,046 | $5,474-62.6% | $4,818-57.5% | $4,751-56.9% |
| Participant deferral / active EE | $6,684 | $6,519+2.5% | $5,680+17.7% | $6,710-0.4% |
| Admin fee / account holder | $288 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |