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 | $81,475 | $183,963-55.7% | $162,163-49.8% | $152,861-46.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 16.77% | 150.76%-134.0pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,723 | $6,371-25.9% | $5,614-15.9% | $4,762-0.8% |
| Participant deferral / active EE | $5,700 | $8,034-29.1% | $7,298-21.9% | $5,850-2.6% |
| Admin fee / account holder | $61 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |