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 | $80,800 | $177,572-54.5% | $154,803-47.8% | $142,382-43.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.63% | 65.07%-50.4pp | 58.88%-44.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,792 | $4,810-62.7% | $4,305-58.4% | $4,299-58.3% |
| Participant deferral / active EE | $7,660 | $6,272+22.1% | $5,540+38.3% | $6,507+17.7% |
| Admin fee / account holder | $193 | $16,786-98.8% | $14,329-98.7% | $12,624-98.5% |