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 | $157,400 | $209,411-24.8% | $178,490-11.8% | $158,922-1.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.77% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,005 | $5,706-64.9% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $5,976 | $5,954+0.4% | $5,202+14.9% | $5,982-0.1% |
| Admin fee / account holder | $27 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |