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 | $177,153 | $176,056+0.6% | $159,436+11.1% | $167,490+5.8% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 15.57% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,174 | $5,297-59.0% | $4,829-55.0% | $4,837-55.1% |
| Participant deferral / active EE | $8,934 | $7,750+15.3% | $7,352+21.5% | $6,341+40.9% |
| Admin fee / account holder | $54 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |