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 | $99,683 | $159,602-37.5% | $150,045-33.6% | $142,382-30.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.16% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,831 | $4,961-42.9% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $3,499 | $8,310-57.9% | $7,997-56.2% | $6,507-46.2% |
| Admin fee / account holder | $299 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |