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 | $188,857 | $217,402-13.1% | $185,823+1.6% | $167,490+12.8% |
| Participation rate | 73.9% | 86.0%-12.1pp | 81.7%-7.8pp | 82.1%-8.2pp |
| Annual return | 13.96% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,880 | $5,873-68.0% | $5,167-63.6% | $4,837-61.1% |
| Participant deferral / active EE | $4,328 | $6,356-31.9% | $5,568-22.3% | $6,341-31.7% |
| Admin fee / account holder | $2 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |