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 | $131,033 | $171,164-23.4% | $127,761+2.6% | $152,861-14.3% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.0%+3.4pp | 82.4%-0.1pp |
| Annual return | 21.34% | 23.54%-2.2pp | 26.14%-4.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,184 | $5,447-23.2% | $4,574-8.5% | $4,762-12.2% |
| Participant deferral / active EE | $10,683 | $7,038+51.8% | $6,021+77.4% | $5,850+82.6% |
| Admin fee / account holder | $19 | $14,530-99.9% | $9,395-99.8% | $11,596-99.8% |