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 | $71,941 | $183,519-60.8% | $155,509-53.7% | $145,922-50.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 9.07% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $5,444 | $5,313+2.5% | $4,672+16.5% | $4,660+16.8% |
| Participant deferral / active EE | $3,291 | $6,462-49.1% | $5,626-41.5% | $6,688-50.8% |
| Admin fee / account holder | $279 | $19,313-98.6% | $15,912-98.2% | $13,397-97.9% |