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 | $79,970 | $165,335-51.6% | $149,696-46.6% | $158,922-49.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.43% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $5,022 | $5,103-1.6% | $4,644+8.1% | $4,761+5.5% |
| Participant deferral / active EE | $9,512 | $7,181+32.5% | $6,842+39.0% | $5,982+59.0% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |