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 | $101,207 | $215,361-53.0% | $171,082-40.8% | $273,961-63.1% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 26.28% | 25.14%+1.1pp | 32.56%-6.3pp | 41.45%-15.2pp |
| Employer contribution / active EE | $2,264 | $4,967-54.4% | $4,002-43.4% | $4,869-53.5% |
| Participant deferral / active EE | $7,249 | $5,543+30.8% | $4,797+51.1% | $5,287+37.1% |
| Admin fee / account holder | $12 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |