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 | $95,146 | $202,318-53.0% | $172,739-44.9% | $152,861-37.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.94% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,921 | $5,856-16.0% | $5,143-4.3% | $4,762+3.3% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,850+1.9% |
| Admin fee / account holder | $235 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |