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 | $70,907 | $198,466-64.3% | $170,442-58.4% | $147,584-52.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.11% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $12,097 | $6,184+95.6% | $5,433+122.7% | $4,876+148.1% |
| Participant deferral / active EE | $9,162 | $5,629+62.8% | $4,939+85.5% | $5,439+68.5% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |