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 | $94,141 | $179,726-47.6% | $156,263-39.8% | $142,382-33.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 15.09% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,853 | $5,069-24.0% | $4,333-11.1% | $4,299-10.4% |
| Participant deferral / active EE | $8,833 | $6,956+27.0% | $6,158+43.4% | $6,507+35.7% |
| Admin fee / account holder | $39 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |