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 | $149,124 | $177,572-16.0% | $154,803-3.7% | $142,382+4.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.12% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,500 | $4,810-48.0% | $4,305-41.9% | $4,299-41.8% |
| Participant deferral / active EE | $9,751 | $6,272+55.5% | $5,540+76.0% | $6,507+49.9% |
| Admin fee / account holder | $298 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |