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 | $114,214 | $157,256-27.4% | $141,162-19.1% | $152,861-25.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.97% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,139 | $5,261-40.3% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $7,376 | $7,109+3.7% | $6,709+9.9% | $5,850+26.1% |
| Admin fee / account holder | $54 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |