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 8-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 | $196,559 | $176,056+11.6% | $159,436+23.3% | $167,490+17.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.01% | 331.75%-314.7pp | 263.57%-246.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,252 | $5,297-38.6% | $4,829-32.7% | $4,837-32.8% |
| Participant deferral / active EE | $12,248 | $7,750+58.0% | $7,352+66.6% | $6,341+93.1% |
| Admin fee / account holder | $19 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |