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 | $73,354 | $165,335-55.6% | $149,696-51.0% | $158,922-53.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 21.98% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $3,210 | $5,103-37.1% | $4,644-30.9% | $4,761-32.6% |
| Participant deferral / active EE | $8,284 | $7,181+15.4% | $6,842+21.1% | $5,982+38.5% |
| Admin fee / account holder | $48 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |