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 | $87,887 | $198,466-55.7% | $170,442-48.4% | $147,584-40.4% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 24.30% | 257.29%-233.0pp | 205.93%-181.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $6,660 | $6,184+7.7% | $5,433+22.6% | $4,876+36.6% |
| Participant deferral / active EE | $6,128 | $5,629+8.9% | $4,939+24.1% | $5,439+12.7% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |