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 | $178,174-47.2% | $156,181-39.7% | $137,256-31.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 15.09% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,853 | $4,972-22.5% | $4,294-10.3% | $4,156-7.3% |
| Participant deferral / active EE | $8,833 | $6,888+28.2% | $6,132+44.0% | $6,407+37.9% |
| Admin fee / account holder | $39 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |