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 | $119,761 | $183,519-34.7% | $155,509-23.0% | $145,922-17.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.14% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,240 | $5,313-39.0% | $4,672-30.7% | $4,660-30.5% |
| Participant deferral / active EE | $10,517 | $6,462+62.7% | $5,626+86.9% | $6,688+57.3% |
| Admin fee / account holder | $29 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |