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 | $154,356 | $154,117+0.2% | $129,995+18.7% | $139,434+10.7% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 15.19% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,667 | $5,289-30.7% | $4,320-15.1% | $4,751-22.8% |
| Participant deferral / active EE | $5,328 | $6,710-20.6% | $5,820-8.5% | $6,710-20.6% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |