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 | $60,160 | $198,466-69.7% | $170,442-64.7% | $147,584-59.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.15% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,246 | $6,184-31.3% | $5,433-21.8% | $4,876-12.9% |
| Participant deferral / active EE | $6,646 | $5,629+18.1% | $4,939+34.5% | $5,439+22.2% |
| Admin fee / account holder | $130 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |