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 | $152,763 | $165,335-7.6% | $149,696+2.0% | $158,922-3.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 22.47% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $3,290 | $5,103-35.5% | $4,644-29.2% | $4,761-30.9% |
| Participant deferral / active EE | $7,637 | $7,181+6.3% | $6,842+11.6% | $5,982+27.7% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |