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 | $128,509 | $232,540-44.7% | $185,117-30.6% | $147,584-12.9% |
| Participation rate | 76.2% | 82.4%-6.2pp | 77.3%-1.1pp | 82.8%-6.6pp |
| Annual return | 18.97% | 43.03%-24.1pp | 40.50%-21.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $846 | $5,195-83.7% | $4,182-79.8% | $4,876-82.6% |
| Participant deferral / active EE | $6,309 | $5,834+8.1% | $5,045+25.0% | $5,439+16.0% |
| Admin fee / account holder | $168 | $10,275-98.4% | $8,159-97.9% | $10,885-98.5% |