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 | $208,921 | $217,402-3.9% | $185,823+12.4% | $167,490+24.7% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 9.30% | 148.36%-139.1pp | 122.05%-112.7pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,208 | $5,873-45.4% | $5,167-37.9% | $4,837-33.7% |
| Participant deferral / active EE | $8,877 | $6,356+39.7% | $5,568+59.4% | $6,341+40.0% |
| Admin fee / account holder | $117 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |