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 | $92,221 | $198,466-53.5% | $170,442-45.9% | $147,584-37.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.69% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,043 | $6,184-50.8% | $5,433-44.0% | $4,876-37.6% |
| Participant deferral / active EE | $5,507 | $5,629-2.2% | $4,939+11.5% | $5,439+1.3% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |