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 | $115,256 | $202,318-43.0% | $172,739-33.3% | $152,861-24.6% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 18.98% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,715 | $5,856-53.6% | $5,143-47.2% | $4,762-43.0% |
| Participant deferral / active EE | $5,405 | $5,948-9.1% | $5,198+4.0% | $5,850-7.6% |
| Admin fee / account holder | $250 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |