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 | $200,677 | $159,602+25.7% | $150,045+33.7% | $142,382+40.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.97% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,378 | $4,961-52.1% | $4,693-49.3% | $4,299-44.7% |
| Participant deferral / active EE | $7,914 | $8,310-4.8% | $7,997-1.0% | $6,507+21.6% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |