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 | $95,157 | $166,020-42.7% | $164,866-42.3% | $145,959-34.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.52% | 100.08%-86.6pp | 69.97%-56.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $4,652 | $5,275-11.8% | $4,343+7.1% | $4,661-0.2% |
| Participant deferral / active EE | $10,479 | $6,961+50.5% | $6,033+73.7% | $6,689+56.7% |
| Admin fee / account holder | $276 | $16,644-98.3% | $12,689-97.8% | $13,398-97.9% |