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 | $121,933 | $162,781-25.1% | $133,956-9.0% | $158,922-23.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 15.93% | 41.94%-26.0pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,102 | $4,975-57.8% | $3,919-46.4% | $4,761-55.9% |
| Participant deferral / active EE | $3,593 | $5,911-39.2% | $5,048-28.8% | $5,982-39.9% |
| Admin fee / account holder | $60 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |