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 | $93,442 | $154,228-39.4% | $145,433-35.7% | $137,256-31.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.37% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,080 | $4,804-56.7% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $6,690 | $8,216-18.6% | $7,897-15.3% | $6,407+4.4% |
| Admin fee / account holder | $165 | $14,344-98.8% | $13,129-98.7% | $12,270-98.7% |