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 | $186,953 | $198,466-5.8% | $170,442+9.7% | $147,584+26.7% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 17.75% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,307 | $6,184-30.3% | $5,433-20.7% | $4,876-11.7% |
| Participant deferral / active EE | $4,771 | $5,629-15.3% | $4,939-3.4% | $5,439-12.3% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |