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 5-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 | $164,597 | $209,832-21.6% | $189,513-13.1% | $167,490-1.7% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 17.43% | 748.27%-730.8pp | 555.15%-537.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,159 | $6,914-39.9% | $6,162-32.5% | $4,837-14.0% |
| Participant deferral / active EE | $7,829 | $8,935-12.4% | $8,221-4.8% | $6,341+23.5% |
| Admin fee / account holder | $13 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |