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 | $167,779 | $154,228+8.8% | $145,433+15.4% | $137,256+22.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,960 | $4,804-17.6% | $4,554-13.1% | $4,156-4.7% |
| Participant deferral / active EE | $17,035 | $8,216+107.3% | $7,897+115.7% | $6,407+165.9% |
| Admin fee / account holder | $198 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |