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 | $136,623 | $159,602-14.4% | $150,045-8.9% | $142,382-4.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 19.53% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,356 | $4,961-12.2% | $4,693-7.2% | $4,299+1.3% |
| Participant deferral / active EE | $10,498 | $8,310+26.3% | $7,997+31.3% | $6,507+61.3% |
| Admin fee / account holder | $149 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |