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 | $131,464 | $148,534-11.5% | $135,903-3.3% | $139,434-5.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.15% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,089 | $5,243-41.1% | $4,856-36.4% | $4,751-35.0% |
| Participant deferral / active EE | $7,414 | $8,100-8.5% | $7,758-4.4% | $6,710+10.5% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |