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 | $87,269 | $201,272-56.6% | $184,203-52.6% | $145,922-40.2% |
| Participation rate | 78.9% | 87.5%-8.5pp | 86.8%-7.9pp | 80.3%-1.3pp |
| Annual return | 20.36% | 29.00%-8.6pp | 28.81%-8.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $4,386 | $7,022-37.5% | $6,427-31.8% | $4,660-5.9% |
| Participant deferral / active EE | $6,731 | $9,806-31.4% | $9,131-26.3% | $6,688+0.6% |
| Admin fee / account holder | $143 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |