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 | $78,153 | $177,572-56.0% | $154,803-49.5% | $142,382-45.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 16.62% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,502 | $4,810-6.4% | $4,305+4.6% | $4,299+4.7% |
| Participant deferral / active EE | $1,833 | $6,272-70.8% | $5,540-66.9% | $6,507-71.8% |
| Admin fee / account holder | $51 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |