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 | $155,804 | $178,174-12.6% | $156,181-0.2% | $137,256+13.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 15.16% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,383 | $4,972-52.1% | $4,294-44.5% | $4,156-42.7% |
| Participant deferral / active EE | $7,179 | $6,888+4.2% | $6,132+17.1% | $6,407+12.0% |
| Admin fee / account holder | $8 | $17,404-100.0% | $14,586-99.9% | $12,270-99.9% |