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 | $91,167 | $157,256-42.0% | $141,162-35.4% | $152,861-40.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 67.20% | 64.32%+2.9pp | 71.39%-4.2pp | 345.32%-278.1pp |
| Employer contribution / active EE | $2,116 | $5,261-59.8% | $4,735-55.3% | $4,762-55.6% |
| Participant deferral / active EE | $8,113 | $7,109+14.1% | $6,709+20.9% | $5,850+38.7% |
| Admin fee / account holder | $98 | $12,120-99.2% | $10,261-99.0% | $11,596-99.2% |