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 | $133,753 | $124,425+7.5% | $112,040+19.4% | $137,256-2.6% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 15.81% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,704 | $3,411-50.1% | $2,954-42.3% | $4,156-59.0% |
| Participant deferral / active EE | $5,355 | $5,718-6.3% | $5,098+5.1% | $6,407-16.4% |
| Admin fee / account holder | $143 | $15,207-99.1% | $12,098-98.8% | $12,270-98.8% |