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 | $184,009 | $157,256+17.0% | $141,162+30.4% | $152,861+20.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,911 | $5,261-44.7% | $4,735-38.5% | $4,762-38.9% |
| Participant deferral / active EE | $7,201 | $7,109+1.3% | $6,709+7.3% | $5,850+23.1% |
| Admin fee / account holder | $218 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |