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 | $98,868 | $197,591-50.0% | $177,821-44.4% | $158,922-37.8% |
| Participation rate | 76.2% | 88.5%-12.4pp | 87.7%-11.5pp | 82.0%-5.8pp |
| Annual return | 29.58% | 58.76%-29.2pp | 48.32%-18.7pp | 302.83%-273.2pp |
| Employer contribution / active EE | $5,826 | $6,697-13.0% | $5,918-1.6% | $4,761+22.4% |
| Participant deferral / active EE | $9,593 | $8,405+14.1% | $7,714+24.4% | $5,982+60.4% |
| Admin fee / account holder | $49 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |