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 | $107,730 | $152,587-29.4% | $125,175-13.9% | $152,861-29.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 22.18% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,990 | $4,946-39.6% | $3,865-22.6% | $4,762-37.2% |
| Participant deferral / active EE | $4,269 | $5,868-27.2% | $4,937-13.5% | $5,850-27.0% |
| Admin fee / account holder | $131 | $13,434-99.0% | $9,702-98.6% | $11,596-98.9% |