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 | $221,964 | $177,572+25.0% | $154,803+43.4% | $142,382+55.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,776 | $4,810-0.7% | $4,305+10.9% | $4,299+11.1% |
| Participant deferral / active EE | $11,364 | $6,272+81.2% | $5,540+105.1% | $6,507+74.6% |
| Admin fee / account holder | $34 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |