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 | $189,189 | $197,591-4.3% | $177,821+6.4% | $158,922+19.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 19.28% | 58.76%-39.5pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $7,154 | $6,697+6.8% | $5,918+20.9% | $4,761+50.3% |
| Participant deferral / active EE | $10,446 | $8,405+24.3% | $7,714+35.4% | $5,982+74.6% |
| Admin fee / account holder | $33 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |