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 | $127,065+5.3% | $113,168+18.2% | $142,382-6.1% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 15.81% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,704 | $3,442-50.5% | $2,975-42.7% | $4,299-60.4% |
| Participant deferral / active EE | $5,355 | $5,716-6.3% | $5,107+4.9% | $6,507-17.7% |
| Admin fee / account holder | $143 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |