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 | $157,468 | $154,117+2.2% | $129,995+21.1% | $139,434+12.9% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.0pp |
| Annual return | 19.87% | 32.48%-12.6pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,595 | $5,289-32.0% | $4,320-16.8% | $4,751-24.3% |
| Participant deferral / active EE | $10,577 | $6,710+57.6% | $5,820+81.7% | $6,710+57.6% |
| Admin fee / account holder | $139 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |