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 | $185,744 | $214,378-13.4% | $200,582-7.4% | $142,382+30.5% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,715 | $6,841-16.5% | $6,419-11.0% | $4,299+32.9% |
| Participant deferral / active EE | $9,776 | $9,865-0.9% | $9,331+4.8% | $6,507+50.2% |
| Admin fee / account holder | $7 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |