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 | $200,842 | $183,519+9.4% | $155,509+29.2% | $145,922+37.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 11.26% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,620 | $5,313-69.5% | $4,672-65.3% | $4,660-65.2% |
| Participant deferral / active EE | $6,176 | $6,462-4.4% | $5,626+9.8% | $6,688-7.6% |
| Admin fee / account holder | $137 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |