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 | $160,200 | $154,228+3.9% | $145,433+10.2% | $137,256+16.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.88% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,700 | $4,804-23.0% | $4,554-18.8% | $4,156-11.0% |
| Participant deferral / active EE | $14,212 | $8,216+73.0% | $7,897+80.0% | $6,407+121.8% |
| Admin fee / account holder | $173 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |