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 | $98,652 | $168,632-41.5% | $147,614-33.2% | $125,391-21.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 1.92% | 77.65%-75.7pp | 61.98%-60.1pp | 282.22%-280.3pp |
| Employer contribution / active EE | $2,819 | $6,252-54.9% | $5,564-49.3% | $4,866-42.1% |
| Participant deferral / active EE | $7,742 | $5,507+40.6% | $4,895+58.2% | $5,352+44.7% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,611-98.8% | $9,540-98.5% |