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 | $91,074 | $97,757-6.8% | $83,848+8.6% | $135,375-32.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 20.70% | 1287.37%-1266.7pp | 850.88%-830.2pp | 519.73%-499.0pp |
| Employer contribution / active EE | $2,411 | $4,222-42.9% | $3,631-33.6% | $4,779-49.5% |
| Participant deferral / active EE | $4,800 | $4,682+2.5% | $4,082+17.6% | $5,609-14.4% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |