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 | $147,304 | $177,572-17.0% | $154,803-4.8% | $142,382+3.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,445 | $4,810-49.2% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $5,225 | $6,272-16.7% | $5,540-5.7% | $6,507-19.7% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |