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 | $154,638 | $214,378-27.9% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 23.05% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,703 | $6,841-60.5% | $6,419-57.9% | $4,299-37.1% |
| Participant deferral / active EE | $9,214 | $9,865-6.6% | $9,331-1.3% | $6,507+41.6% |
| Admin fee / account holder | $33 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |