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 | $94,623 | $127,065-25.5% | $113,168-16.4% | $142,382-33.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.50% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,444 | $3,442-58.1% | $2,975-51.5% | $4,299-66.4% |
| Participant deferral / active EE | $6,165 | $5,716+7.8% | $5,107+20.7% | $6,507-5.3% |
| Admin fee / account holder | $110 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |