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 | $166,972 | $148,534+12.4% | $135,903+22.9% | $139,434+19.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.23% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,684 | $5,243-48.8% | $4,856-44.7% | $4,751-43.5% |
| Participant deferral / active EE | $9,584 | $8,100+18.3% | $7,758+23.5% | $6,710+42.8% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |