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 | $92,301 | $183,592-49.7% | $155,567-40.7% | $145,959-36.8% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 24.35% | 61.24%-36.9pp | 64.74%-40.4pp | 561.95%-537.6pp |
| Employer contribution / active EE | $1,773 | $5,315-66.6% | $4,674-62.1% | $4,661-61.9% |
| Participant deferral / active EE | $5,360 | $6,464-17.1% | $5,628-4.7% | $6,689-19.9% |
| Admin fee / account holder | $242 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |