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 | $90,262 | $183,519-50.8% | $155,509-42.0% | $145,922-38.1% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 11.60% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,625 | $5,313+5.9% | $4,672+20.4% | $4,660+20.7% |
| Participant deferral / active EE | $5,417 | $6,462-16.2% | $5,626-3.7% | $6,688-19.0% |
| Admin fee / account holder | $230 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |