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 | $101,883 | $202,318-49.6% | $172,739-41.0% | $152,861-33.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.81% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,522 | $5,856-74.0% | $5,143-70.4% | $4,762-68.0% |
| Participant deferral / active EE | $6,510 | $5,948+9.4% | $5,198+25.2% | $5,850+11.3% |
| Admin fee / account holder | $138 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |