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 | $87,683 | $142,405-38.4% | $115,157-23.9% | $152,861-42.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 20.73% | 41.48%-20.7pp | 35.60%-14.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,028 | $4,010-49.4% | $3,179-36.2% | $4,762-57.4% |
| Participant deferral / active EE | $8,108 | $5,164+57.0% | $4,168+94.5% | $5,850+38.6% |
| Admin fee / account holder | $5 | $8,462-99.9% | $7,088-99.9% | $11,596-100.0% |