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 | $159,112 | $198,466-19.8% | $170,442-6.6% | $147,584+7.8% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 16.31% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,223 | $6,184-47.9% | $5,433-40.7% | $4,876-33.9% |
| Participant deferral / active EE | $6,864 | $5,629+21.9% | $4,939+39.0% | $5,439+26.2% |
| Admin fee / account holder | $202 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |