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 | $113,985 | $114,381-0.3% | $107,525+6.0% | $142,382-19.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 16.19% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,314 | $4,015-42.4% | $3,754-38.4% | $4,299-46.2% |
| Participant deferral / active EE | $5,920 | $5,564+6.4% | $5,116+15.7% | $6,507-9.0% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |