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 | $163,610 | $209,832-22.0% | $189,513-13.7% | $167,490-2.3% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.47% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,700 | $6,914-75.4% | $6,162-72.4% | $4,837-64.9% |
| Participant deferral / active EE | $3,804 | $8,935-57.4% | $8,221-53.7% | $6,341-40.0% |
| Admin fee / account holder | $105 | $14,293-99.3% | $12,045-99.1% | $12,309-99.1% |