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 | $103,557 | $177,572-41.7% | $154,803-33.1% | $142,382-27.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 26.69% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,110 | $4,810-35.4% | $4,305-27.8% | $4,299-27.7% |
| Participant deferral / active EE | $2,491 | $6,272-60.3% | $5,540-55.0% | $6,507-61.7% |
| Admin fee / account holder | $253 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |