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 | $90,726 | $183,963-50.7% | $162,163-44.1% | $152,861-40.6% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.4%-10.2pp |
| Annual return | 26.74% | 150.76%-124.0pp | 115.59%-88.8pp | 345.32%-318.6pp |
| Employer contribution / active EE | $9,041 | $6,371+41.9% | $5,614+61.0% | $4,762+89.8% |
| Participant deferral / active EE | $6,256 | $8,034-22.1% | $7,298-14.3% | $5,850+6.9% |
| Admin fee / account holder | $29 | $13,121-99.8% | $10,843-99.7% | $11,596-99.8% |