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 | $162,493 | $209,411-22.4% | $178,490-9.0% | $158,922+2.2% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 25.57% | 188.75%-163.2pp | 151.07%-125.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $5,926 | $5,706+3.9% | $5,011+18.3% | $4,761+24.5% |
| Participant deferral / active EE | $7,707 | $5,954+29.4% | $5,202+48.2% | $5,982+28.8% |
| Admin fee / account holder | $8 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |