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 | $152,569 | $197,591-22.8% | $177,821-14.2% | $158,922-4.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 12.08% | 58.76%-46.7pp | 48.32%-36.2pp | 302.83%-290.8pp |
| Employer contribution / active EE | $6,333 | $6,697-5.4% | $5,918+7.0% | $4,761+33.0% |
| Participant deferral / active EE | $18,774 | $8,405+123.4% | $7,714+143.4% | $5,982+213.8% |
| Admin fee / account holder | $112 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |