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 | $85,186 | $183,519-53.6% | $155,509-45.2% | $145,922-41.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 8.81% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,277 | $5,313-57.1% | $4,672-51.3% | $4,660-51.1% |
| Participant deferral / active EE | $7,773 | $6,462+20.3% | $5,626+38.2% | $6,688+16.2% |
| Admin fee / account holder | $231 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |