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 | $180,453 | $177,572+1.6% | $154,803+16.6% | $142,382+26.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.21% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,538 | $4,810-26.5% | $4,305-17.8% | $4,299-17.7% |
| Participant deferral / active EE | $7,105 | $6,272+13.3% | $5,540+28.2% | $6,507+9.2% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |