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 | $172,684 | $148,534+16.3% | $135,903+27.1% | $139,434+23.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.92% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,601 | $5,243-31.3% | $4,856-25.9% | $4,751-24.2% |
| Participant deferral / active EE | $7,618 | $8,100-6.0% | $7,758-1.8% | $6,710+13.5% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |