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 | $113,265 | $198,466-42.9% | $170,442-33.5% | $147,584-23.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.03% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,008 | $6,184-35.2% | $5,433-26.2% | $4,876-17.8% |
| Participant deferral / active EE | $6,358 | $5,629+12.9% | $4,939+28.7% | $5,439+16.9% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |