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 | $34,619 | $179,726-80.7% | $156,263-77.8% | $142,382-75.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.12% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,578 | $6,956+8.9% | $6,158+23.1% | $6,507+16.5% |
| Admin fee / account holder | $175 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |