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 | $125,930 | $165,335-23.8% | $149,696-15.9% | $158,922-20.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.19% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,720 | $5,103+12.1% | $4,644+23.2% | $4,761+20.1% |
| Participant deferral / active EE | $12,693 | $7,181+76.8% | $6,842+85.5% | $5,982+112.2% |
| Admin fee / account holder | $212 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |