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 | $89,702 | $217,402-58.7% | $185,823-51.7% | $167,490-46.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.33% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,712 | $5,873-70.9% | $5,167-66.9% | $4,837-64.6% |
| Participant deferral / active EE | $5,593 | $6,356-12.0% | $5,568+0.5% | $6,341-11.8% |
| Admin fee / account holder | $77 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |