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 | $83,456 | $197,591-57.8% | $177,821-53.1% | $158,922-47.5% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 13.93% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,378 | $6,697-34.6% | $5,918-26.0% | $4,761-8.1% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.4% | $5,982+44.9% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |