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 | $78,807 | $78,422+0.5% | $95,952-17.9% | $79,858-1.3% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 15.53% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,728 | $1,945-11.2% | $2,541-32.0% | $2,471-30.1% |
| Participant deferral / active EE | $2,603 | $3,440-24.3% | $4,167-37.5% | $3,740-30.4% |
| Admin fee / account holder | $255 | $5,622-95.5% | $6,795-96.2% | $5,306-95.2% |