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 | $111,535+2.2% | $105,223+8.3% | $137,256-17.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 16.19% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,314 | $3,939-41.3% | $3,689-37.3% | $4,156-44.3% |
| Participant deferral / active EE | $5,920 | $5,500+7.6% | $5,072+16.7% | $6,407-7.6% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |