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 | $160,740 | $172,111-6.6% | $150,298+6.9% | $137,256+17.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.65% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,618 | $4,636-0.4% | $4,154+11.2% | $4,156+11.1% |
| Participant deferral / active EE | $6,810 | $6,166+10.4% | $5,453+24.9% | $6,407+6.3% |
| Admin fee / account holder | $201 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |