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 | $107,809 | $157,256-31.4% | $141,162-23.6% | $152,861-29.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 29.86% | 64.32%-34.5pp | 71.39%-41.5pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,476 | $5,261-52.9% | $4,735-47.7% | $4,762-48.0% |
| Participant deferral / active EE | $8,749 | $7,109+23.1% | $6,709+30.4% | $5,850+49.6% |
| Admin fee / account holder | $106 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |