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 | $222,238 | $217,402+2.2% | $185,823+19.6% | $167,490+32.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 9.44% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $5,449 | $5,873-7.2% | $5,167+5.5% | $4,837+12.7% |
| Participant deferral / active EE | $5,344 | $6,356-15.9% | $5,568-4.0% | $6,341-15.7% |
| Admin fee / account holder | $149 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |