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 | $140,896 | $176,056-20.0% | $159,436-11.6% | $167,490-15.9% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 14.10% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,058 | $5,297-42.3% | $4,829-36.7% | $4,837-36.8% |
| Participant deferral / active EE | $6,109 | $7,750-21.2% | $7,352-16.9% | $6,341-3.7% |
| Admin fee / account holder | -$102 | $12,554-100.8% | $10,799-100.9% | $12,309-100.8% |