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 | $238,051 | $197,591+20.5% | $177,821+33.9% | $158,922+49.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 16.77% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,317 | $6,697-65.4% | $5,918-60.8% | $4,761-51.3% |
| Participant deferral / active EE | $12,200 | $8,405+45.2% | $7,714+58.2% | $5,982+103.9% |
| Admin fee / account holder | $115 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |