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 | $82,541 | $88,751-7.0% | $81,812+0.9% | $145,922-43.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 10.46% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,231 | $3,083-60.1% | $2,912-57.7% | $4,660-73.6% |
| Participant deferral / active EE | $4,914 | $4,643+5.8% | $4,319+13.8% | $6,688-26.5% |
| Admin fee / account holder | $99 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |