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 | $89,782 | $198,466-54.8% | $170,442-47.3% | $147,584-39.2% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 14.22% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,736 | $6,184-71.9% | $5,433-68.0% | $4,876-64.4% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-36.9% |
| Admin fee / account holder | $49 | $16,852-99.7% | $13,880-99.6% | $10,885-99.6% |