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 | $102,839 | $209,411-50.9% | $178,490-42.4% | $158,922-35.3% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 13.02% | 188.75%-175.7pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,996 | $5,706-65.0% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $5,138 | $5,954-13.7% | $5,202-1.2% | $5,982-14.1% |
| Admin fee / account holder | $11 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |