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 | $61,926 | $209,411-70.4% | $178,490-65.3% | $158,922-61.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 7.21% | 188.75%-181.5pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,392 | $5,706-58.1% | $5,011-52.3% | $4,761-49.8% |
| Participant deferral / active EE | $6,006 | $5,954+0.9% | $5,202+15.5% | $5,982+0.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |