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 | $88,871 | $175,202-49.3% | $149,673-40.6% | $139,434-36.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.36% | 166.71%-154.3pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,096 | $5,474-61.7% | $4,818-56.5% | $4,751-55.9% |
| Participant deferral / active EE | $5,288 | $6,519-18.9% | $5,680-6.9% | $6,710-21.2% |
| Admin fee / account holder | $142 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |