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 | $80,786 | $159,602-49.4% | $150,045-46.2% | $142,382-43.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,136 | $4,961-77.1% | $4,693-75.8% | $4,299-73.6% |
| Participant deferral / active EE | $3,727 | $8,310-55.2% | $7,997-53.4% | $6,507-42.7% |
| Admin fee / account holder | $133 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |