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 | $96,288 | $202,318-52.4% | $172,739-44.3% | $152,861-37.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 26.35% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $6,402 | $5,856+9.3% | $5,143+24.5% | $4,762+34.4% |
| Participant deferral / active EE | $5,058 | $5,948-15.0% | $5,198-2.7% | $5,850-13.5% |
| Admin fee / account holder | $167 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |