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 | $79,903 | $157,256-49.2% | $141,162-43.4% | $152,861-47.7% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 21.13% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,981 | $5,261-24.3% | $4,735-15.9% | $4,762-16.4% |
| Participant deferral / active EE | $8,210 | $7,109+15.5% | $6,709+22.4% | $5,850+40.3% |
| Admin fee / account holder | $5 | $12,120-100.0% | $10,261-99.9% | $11,596-100.0% |