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 | $83,738 | $209,832-60.1% | $189,513-55.8% | $167,490-50.0% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 12.20% | 748.27%-736.1pp | 555.15%-542.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,197 | $6,914-68.2% | $6,162-64.3% | $4,837-54.6% |
| Participant deferral / active EE | $3,617 | $8,935-59.5% | $8,221-56.0% | $6,341-43.0% |
| Admin fee / account holder | $68 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |