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 | $160,622 | $156,846+2.4% | $121,098+32.6% | $139,434+15.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.88% | 1474.56%-1457.7pp | 985.75%-968.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $6,062 | $5,536+9.5% | $4,164+45.6% | $4,751+27.6% |
| Participant deferral / active EE | $15,517 | $4,844+220.3% | $4,080+280.3% | $6,710+131.2% |
| Admin fee / account holder | $266 | $6,946-96.2% | $5,644-95.3% | $11,403-97.7% |