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 | $57,168 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 14.63% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,268 | $6,184+17.5% | $5,433+33.8% | $4,876+49.1% |
| Participant deferral / active EE | $4,576 | $5,629-18.7% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $119 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |