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 | $162,496 | $165,335-1.7% | $149,696+8.6% | $158,922+2.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.25% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,200 | $5,103-56.9% | $4,644-52.6% | $4,761-53.8% |
| Participant deferral / active EE | $8,142 | $7,181+13.4% | $6,842+19.0% | $5,982+36.1% |
| Admin fee / account holder | $203 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |