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 | $135,752 | $159,602-14.9% | $150,045-9.5% | $142,382-4.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.01% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,944 | $4,961-20.5% | $4,693-16.0% | $4,299-8.3% |
| Participant deferral / active EE | $6,682 | $8,310-19.6% | $7,997-16.4% | $6,507+2.7% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |