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 | $171,805 | $163,101+5.3% | $136,749+25.6% | $142,382+20.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 27.54%-10.1pp | 24.33%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,167 | $4,117+1.2% | $3,400+22.6% | $4,299-3.1% |
| Participant deferral / active EE | $8,781 | $5,585+57.2% | $4,692+87.2% | $6,507+34.9% |
| Admin fee / account holder | $114 | $14,318-99.2% | $11,386-99.0% | $12,624-99.1% |