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 | $226,165 | $209,411+8.0% | $178,490+26.7% | $158,922+42.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.40% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $8,211 | $5,706+43.9% | $5,011+63.9% | $4,761+72.5% |
| Participant deferral / active EE | $8,839 | $5,954+48.5% | $5,202+69.9% | $5,982+47.8% |
| Admin fee / account holder | $267 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |