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 | $79,237 | $209,832-62.2% | $189,513-58.2% | $167,490-52.7% |
| Participation rate | 87.0% | 88.7%-1.7pp | 87.8%-0.8pp | 82.1%+4.9pp |
| Annual return | 19.27% | 748.27%-729.0pp | 555.15%-535.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,290 | $6,914-66.9% | $6,162-62.8% | $4,837-52.7% |
| Participant deferral / active EE | $3,864 | $8,935-56.8% | $8,221-53.0% | $6,341-39.1% |
| Admin fee / account holder | $129 | $14,293-99.1% | $12,045-98.9% | $12,309-99.0% |