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 | $85,384 | $202,318-57.8% | $172,739-50.6% | $152,861-44.1% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 19.31% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,403 | $5,856-41.9% | $5,143-33.8% | $4,762-28.5% |
| Participant deferral / active EE | $9,036 | $5,948+51.9% | $5,198+73.9% | $5,850+54.5% |
| Admin fee / account holder | $252 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |