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 | $82,963 | $177,572-53.3% | $154,803-46.4% | $142,382-41.7% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 16.02% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,934 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $4,091 | $6,272-34.8% | $5,540-26.2% | $6,507-37.1% |
| Admin fee / account holder | $25 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |