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 | $136,007 | $175,202-22.4% | $149,673-9.1% | $139,434-2.5% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 20.86% | 166.71%-145.8pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,014 | $5,474-63.2% | $4,818-58.2% | $4,751-57.6% |
| Participant deferral / active EE | $6,695 | $6,519+2.7% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $224 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |