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 | $158,703 | $148,534+6.8% | $135,903+16.8% | $139,434+13.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.17% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,228 | $5,243-38.4% | $4,856-33.5% | $4,751-32.0% |
| Participant deferral / active EE | $8,825 | $8,100+9.0% | $7,758+13.8% | $6,710+31.5% |
| Admin fee / account holder | $259 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |