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 | $114,574 | $209,411-45.3% | $178,490-35.8% | $158,922-27.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.35% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,604 | $5,706-54.4% | $5,011-48.0% | $4,761-45.3% |
| Participant deferral / active EE | $5,967 | $5,954+0.2% | $5,202+14.7% | $5,982-0.2% |
| Admin fee / account holder | $93 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |