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 | $156,165 | $157,256-0.7% | $141,162+10.6% | $152,861+2.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 29.57% | 64.32%-34.8pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $15,788 | $5,261+200.1% | $4,735+233.4% | $4,762+231.5% |
| Participant deferral / active EE | $10,088 | $7,109+41.9% | $6,709+50.4% | $5,850+72.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |