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 | $158,495 | $165,335-4.1% | $149,696+5.9% | $158,922-0.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 26.72% | 348.15%-321.4pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $3,032 | $5,103-40.6% | $4,644-34.7% | $4,761-36.3% |
| Participant deferral / active EE | $11,090 | $7,181+54.4% | $6,842+62.1% | $5,982+85.4% |
| Admin fee / account holder | $199 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |