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 | $130,819 | $138,065-5.2% | $123,544+5.9% | $135,375-3.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 14.57% | 153.68%-139.1pp | 119.20%-104.6pp | 519.73%-505.2pp |
| Employer contribution / active EE | $2,590 | $5,151-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $7,231 | $6,799+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $161 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |