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 | $138,567 | $127,386+8.8% | $115,037+20.5% | $125,391+10.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.51% | 31.28%-30.8pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,809 | $6,423+6.0% | $6,026+13.0% | $5,352+27.2% |
| Admin fee / account holder | $31 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |