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 | $172,045 | $176,056-2.3% | $159,436+7.9% | $167,490+2.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 24.76% | 331.75%-307.0pp | 263.57%-238.8pp | 478.56%-453.8pp |
| Employer contribution / active EE | $2,148 | $5,297-59.4% | $4,829-55.5% | $4,837-55.6% |
| Participant deferral / active EE | $6,278 | $7,750-19.0% | $7,352-14.6% | $6,341-1.0% |
| Admin fee / account holder | $280 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |