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 | $157,923 | $198,466-20.4% | $170,442-7.3% | $147,584+7.0% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 16.67% | 257.29%-240.6pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,459 | $6,184-60.2% | $5,433-54.7% | $4,876-49.6% |
| Participant deferral / active EE | $6,903 | $5,629+22.6% | $4,939+39.8% | $5,439+26.9% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |