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 | $108,957 | $209,336-48.0% | $197,124-44.7% | $137,256-20.6% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 16.25% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,266 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $8,613 | $9,614-10.4% | $9,135-5.7% | $6,407+34.4% |
| Admin fee / account holder | $279 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |