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 | $138,194 | $198,466-30.4% | $170,442-18.9% | $147,584-6.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.22% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $5,500 | $6,184-11.1% | $5,433+1.2% | $4,876+12.8% |
| Participant deferral / active EE | $6,108 | $5,629+8.5% | $4,939+23.7% | $5,439+12.3% |
| Admin fee / account holder | $71 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |