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 | $98,749 | $157,256-37.2% | $141,162-30.0% | $152,861-35.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 43.76% | 64.32%-20.6pp | 71.39%-27.6pp | 345.32%-301.6pp |
| Employer contribution / active EE | $1,916 | $5,261-63.6% | $4,735-59.5% | $4,762-59.8% |
| Participant deferral / active EE | $7,122 | $7,109+0.2% | $6,709+6.2% | $5,850+21.7% |
| Admin fee / account holder | $135 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |