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 | $179,726-13.9% | $156,263-1.0% | $142,382+8.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.99% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,928 | $5,069-42.2% | $4,333-32.4% | $4,299-31.9% |
| Participant deferral / active EE | $6,597 | $6,956-5.2% | $6,158+7.1% | $6,507+1.4% |
| Admin fee / account holder | $233 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |