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 | $86,608 | $183,592-52.8% | $155,567-44.3% | $145,959-40.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.33% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,694 | $5,315-68.1% | $4,674-63.8% | $4,661-63.6% |
| Participant deferral / active EE | $5,080 | $6,464-21.4% | $5,628-9.7% | $6,689-24.0% |
| Admin fee / account holder | $145 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |