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 | $166,696 | $114,381+45.7% | $107,525+55.0% | $142,382+17.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 25.28% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,154 | $4,015-46.4% | $3,754-42.6% | $4,299-49.9% |
| Participant deferral / active EE | $5,869 | $5,564+5.5% | $5,116+14.7% | $6,507-9.8% |
| Admin fee / account holder | $298 | $9,860-97.0% | $8,919-96.7% | $12,624-97.6% |