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 | $164,326 | $202,318-18.8% | $172,739-4.9% | $152,861+7.5% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 27.87% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,495 | $5,856-40.3% | $5,143-32.0% | $4,762-26.6% |
| Participant deferral / active EE | $7,900 | $5,948+32.8% | $5,198+52.0% | $5,850+35.0% |
| Admin fee / account holder | $169 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |