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 | $100,239 | $176,056-43.1% | $159,436-37.1% | $167,490-40.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.93% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $5,087 | $5,297-4.0% | $4,829+5.3% | $4,837+5.1% |
| Participant deferral / active EE | $11,792 | $7,750+52.2% | $7,352+60.4% | $6,341+86.0% |
| Admin fee / account holder | $82 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |