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 | $96,897 | $232,540-58.3% | $185,117-47.7% | $147,584-34.3% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 16.69% | 43.03%-26.3pp | 40.50%-23.8pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,605 | $5,195-69.1% | $4,182-61.6% | $4,876-67.1% |
| Participant deferral / active EE | $4,446 | $5,834-23.8% | $5,045-11.9% | $5,439-18.3% |
| Admin fee / account holder | $92 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |