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 | $91,239 | $165,335-44.8% | $149,696-39.1% | $158,922-42.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 31.04% | 348.15%-317.1pp | 276.60%-245.6pp | 302.83%-271.8pp |
| Employer contribution / active EE | $3,994 | $5,103-21.7% | $4,644-14.0% | $4,761-16.1% |
| Participant deferral / active EE | $8,100 | $7,181+12.8% | $6,842+18.4% | $5,982+35.4% |
| Admin fee / account holder | $248 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |