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 | $137,863 | $135,952+1.4% | $123,892+11.3% | $273,961-49.7% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 5.38% | 56.63%-51.3pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,904 | $5,170-43.8% | $4,617-37.1% | $4,869-40.3% |
| Participant deferral / active EE | $7,519 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $182 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |