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 | $190,193 | $176,812+7.6% | $146,665+29.7% | $167,490+13.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 18.17% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $5,108 | $5,160-1.0% | $4,136+23.5% | $4,837+5.6% |
| Participant deferral / active EE | $12,279 | $6,440+90.7% | $5,506+123.0% | $6,341+93.6% |
| Admin fee / account holder | $122 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |