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 | $102,416 | $178,174-42.5% | $156,181-34.4% | $137,256-25.4% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.8%-2.6pp | 80.0%-3.8pp |
| Annual return | 17.71% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,380 | $4,972-32.0% | $4,294-21.3% | $4,156-18.7% |
| Participant deferral / active EE | $7,577 | $6,888+10.0% | $6,132+23.6% | $6,407+18.3% |
| Admin fee / account holder | $270 | $17,404-98.4% | $14,586-98.1% | $12,270-97.8% |