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 | $183,519-49.7% | $155,509-40.6% | $145,922-36.7% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 24.35% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-536.9pp |
| Employer contribution / active EE | $1,773 | $5,313-66.6% | $4,672-62.0% | $4,660-61.9% |
| Participant deferral / active EE | $5,360 | $6,462-17.1% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $242 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |