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 | $96,773 | $201,272-51.9% | $184,203-47.5% | $145,922-33.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.57% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $6,912 | $7,022-1.6% | $6,427+7.5% | $4,660+48.3% |
| Participant deferral / active EE | $5,623 | $9,806-42.7% | $9,131-38.4% | $6,688-15.9% |
| Admin fee / account holder | $157 | $16,364-99.0% | $13,901-98.9% | $13,397-98.8% |