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 | $181,682 | $183,519-1.0% | $155,509+16.8% | $145,922+24.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.54% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $7,037 | $5,313+32.5% | $4,672+50.6% | $4,660+51.0% |
| Participant deferral / active EE | $4,923 | $6,462-23.8% | $5,626-12.5% | $6,688-26.4% |
| Admin fee / account holder | $34 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |