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 | $177,082 | $177,572-0.3% | $154,803+14.4% | $142,382+24.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,181 | $4,810+70.1% | $4,305+90.0% | $4,299+90.3% |
| Participant deferral / active EE | $15,880 | $6,272+153.2% | $5,540+186.6% | $6,507+144.0% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |