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 | $107,068 | $165,335-35.2% | $149,696-28.5% | $158,922-32.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 18.76% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $904 | $5,103-82.3% | $4,644-80.5% | $4,761-81.0% |
| Participant deferral / active EE | $8,132 | $7,181+13.2% | $6,842+18.9% | $5,982+35.9% |
| Admin fee / account holder | $286 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |