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 | $154,757 | $178,174-13.1% | $156,181-0.9% | $137,256+12.8% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 14.99% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,928 | $4,972-41.1% | $4,294-31.8% | $4,156-29.5% |
| Participant deferral / active EE | $6,597 | $6,888-4.2% | $6,132+7.6% | $6,407+3.0% |
| Admin fee / account holder | $233 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |