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 | $87,601 | $179,726-51.3% | $156,263-43.9% | $142,382-38.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 17.86% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,286 | $5,069-54.9% | $4,333-47.2% | $4,299-46.8% |
| Participant deferral / active EE | $4,462 | $6,956-35.9% | $6,158-27.6% | $6,507-31.4% |
| Admin fee / account holder | $12 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |