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 | $169,418 | $179,726-5.7% | $156,263+8.4% | $142,382+19.0% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 16.41% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,581 | $5,069-9.6% | $4,333+5.7% | $4,299+6.6% |
| Participant deferral / active EE | $6,318 | $6,956-9.2% | $6,158+2.6% | $6,507-2.9% |
| Admin fee / account holder | $8 | $17,272-100.0% | $14,255-99.9% | $12,624-99.9% |