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 | $151,537 | $154,228-1.7% | $145,433+4.2% | $137,256+10.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.64% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,733 | $4,804-1.5% | $4,554+3.9% | $4,156+13.9% |
| Participant deferral / active EE | $13,812 | $8,216+68.1% | $7,897+74.9% | $6,407+115.6% |
| Admin fee / account holder | $203 | $14,344-98.6% | $13,129-98.5% | $12,270-98.3% |