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 | $157,506 | $157,256+0.2% | $141,162+11.6% | $152,861+3.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 15.21% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,656 | $5,261-30.5% | $4,735-22.8% | $4,762-23.2% |
| Participant deferral / active EE | $7,205 | $7,109+1.3% | $6,709+7.4% | $5,850+23.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |