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 | $96,171 | $112,096-14.2% | $95,952+0.2% | $158,922-39.5% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 16.44% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,560 | $3,198-20.0% | $2,541+0.7% | $4,761-46.2% |
| Participant deferral / active EE | $5,127 | $4,784+7.2% | $4,167+23.0% | $5,982-14.3% |
| Admin fee / account holder | $275 | $10,130-97.3% | $6,795-96.0% | $11,246-97.6% |