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 | $168,546 | $201,272-16.3% | $184,203-8.5% | $145,922+15.5% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 16.05% | 29.00%-12.9pp | 28.81%-12.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,138 | $7,022-55.3% | $6,427-51.2% | $4,660-32.7% |
| Participant deferral / active EE | $10,204 | $9,806+4.1% | $9,131+11.7% | $6,688+52.6% |
| Admin fee / account holder | $287 | $16,364-98.2% | $13,901-97.9% | $13,397-97.9% |