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 | $246,681 | $209,411+17.8% | $178,490+38.2% | $158,922+55.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 6.33% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,130 | $5,706-45.1% | $5,011-37.5% | $4,761-34.3% |
| Participant deferral / active EE | $7,906 | $5,954+32.8% | $5,202+52.0% | $5,982+32.2% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |