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 | $149,268 | $154,228-3.2% | $145,433+2.6% | $137,256+8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $6,119 | $4,804+27.4% | $4,554+34.4% | $4,156+47.2% |
| Participant deferral / active EE | $9,060 | $8,216+10.3% | $7,897+14.7% | $6,407+41.4% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |