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 | $200,322 | $165,335+21.2% | $149,696+33.8% | $158,922+26.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.71% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,131 | $5,103-58.2% | $4,644-54.1% | $4,761-55.2% |
| Participant deferral / active EE | $4,015 | $7,181-44.1% | $6,842-41.3% | $5,982-32.9% |
| Admin fee / account holder | $74 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |