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 | $95,028 | $176,056-46.0% | $159,436-40.4% | $167,490-43.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.66% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $5,343 | $5,297+0.9% | $4,829+10.6% | $4,837+10.4% |
| Participant deferral / active EE | $11,483 | $7,750+48.2% | $7,352+56.2% | $6,341+81.1% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |