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 | $88,723 | $197,591-55.1% | $177,821-50.1% | $158,922-44.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 7.97% | 58.76%-50.8pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $7,893 | $6,697+17.9% | $5,918+33.4% | $4,761+65.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $100 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |