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 | $84,267 | $217,402-61.2% | $185,823-54.7% | $167,490-49.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.34% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,296 | $5,873-9.8% | $5,167+2.5% | $4,837+9.5% |
| Participant deferral / active EE | $6,454 | $6,356+1.5% | $5,568+15.9% | $6,341+1.8% |
| Admin fee / account holder | $106 | $19,811-99.5% | $16,237-99.4% | $12,309-99.1% |