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 | $127,146 | $209,411-39.3% | $178,490-28.8% | $158,922-20.0% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 28.15% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $5,866 | $5,706+2.8% | $5,011+17.1% | $4,761+23.2% |
| Participant deferral / active EE | $4,539 | $5,954-23.8% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $207 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |