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 | $101,290 | $817,678-87.6% | $392,568-74.2% | $152,861-33.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.1%+5.3pp | 82.4%+0.9pp |
| Annual return | 20.52% | 22.84%-2.3pp | 24.42%-3.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,404 | $5,502-74.5% | $3,783-62.9% | $4,762-70.5% |
| Participant deferral / active EE | $4,776 | $8,398-43.1% | $5,985-20.2% | $5,850-18.4% |
| Admin fee / account holder | $181 | $12,095-98.5% | $6,260-97.1% | $11,596-98.4% |