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 | $129,227 | $154,228-16.2% | $145,433-11.1% | $137,256-5.8% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 18.63% | 74.59%-56.0pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,914 | $4,804-18.5% | $4,554-14.1% | $4,156-5.8% |
| Participant deferral / active EE | $12,229 | $8,216+48.8% | $7,897+54.8% | $6,407+90.9% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |