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 | $83,607 | $198,466-57.9% | $170,442-50.9% | $147,584-43.3% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 19.63% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,928 | $6,184-68.8% | $5,433-64.5% | $4,876-60.5% |
| Participant deferral / active EE | $8,553 | $5,629+51.9% | $4,939+73.2% | $5,439+57.3% |
| Admin fee / account holder | $236 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |