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 | $167,690 | $209,411-19.9% | $178,490-6.1% | $158,922+5.5% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 12.61% | 188.75%-176.1pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,378 | $5,706-40.8% | $5,011-32.6% | $4,761-29.0% |
| Participant deferral / active EE | $5,691 | $5,954-4.4% | $5,202+9.4% | $5,982-4.9% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |