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 | $131,278 | $183,519-28.5% | $155,509-15.6% | $145,922-10.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 14.85% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,909 | $5,313-45.2% | $4,672-37.7% | $4,660-37.6% |
| Participant deferral / active EE | $9,123 | $6,462+41.2% | $5,626+62.2% | $6,688+36.4% |
| Admin fee / account holder | $155 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |