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 | $244,722 | $210,648+16.2% | $177,989+37.5% | $145,922+67.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.63% | 385.86%-374.2pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $19,702 | $4,565+331.6% | $3,949+399.0% | $4,660+322.8% |
| Participant deferral / active EE | $6,351 | $6,958-8.7% | $6,276+1.2% | $6,688-5.0% |
| Admin fee / account holder | $172 | $12,013-98.6% | $10,363-98.3% | $13,397-98.7% |