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 | $168,551 | $183,963-8.4% | $162,163+3.9% | $152,861+10.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.34% | 150.76%-137.4pp | 115.59%-102.2pp | 345.32%-332.0pp |
| Employer contribution / active EE | $6,880 | $6,371+8.0% | $5,614+22.6% | $4,762+44.5% |
| Participant deferral / active EE | $5,508 | $8,034-31.4% | $7,298-24.5% | $5,850-5.9% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |