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 | $151,163 | $148,534+1.8% | $135,903+11.2% | $139,434+8.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,658 | $5,243-49.3% | $4,856-45.3% | $4,751-44.1% |
| Participant deferral / active EE | $11,727 | $8,100+44.8% | $7,758+51.2% | $6,710+74.8% |
| Admin fee / account holder | $284 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |