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 | $155,202 | $176,056-11.8% | $159,436-2.7% | $167,490-7.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 13.13% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $9,045 | $5,297+70.8% | $4,829+87.3% | $4,837+87.0% |
| Participant deferral / active EE | $6,104 | $7,750-21.2% | $7,352-17.0% | $6,341-3.7% |
| Admin fee / account holder | $116 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |