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 | $172,855 | $198,466-12.9% | $170,442+1.4% | $147,584+17.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.53% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $8,793 | $6,184+42.2% | $5,433+61.8% | $4,876+80.3% |
| Participant deferral / active EE | $4,798 | $5,629-14.8% | $4,939-2.9% | $5,439-11.8% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |