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 | $181,114 | $177,572+2.0% | $154,803+17.0% | $142,382+27.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $6,310 | $4,810+31.2% | $4,305+46.6% | $4,299+46.8% |
| Participant deferral / active EE | $5,000 | $6,272-20.3% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $147 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |