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 | $182,577 | $154,228+18.4% | $145,433+25.5% | $137,256+33.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.17% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,298 | $4,804+10.3% | $4,554+16.3% | $4,156+27.5% |
| Participant deferral / active EE | $10,178 | $8,216+23.9% | $7,897+28.9% | $6,407+58.9% |
| Admin fee / account holder | $4 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |