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 | $174,957 | $175,202-0.1% | $149,673+16.9% | $139,434+25.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 15.30% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,920 | $5,474-64.9% | $4,818-60.1% | $4,751-59.6% |
| Participant deferral / active EE | $6,408 | $6,519-1.7% | $5,680+12.8% | $6,710-4.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |