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 | $149,386 | $227,553-34.4% | $189,557-21.2% | $167,490-10.8% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 15.40% | 78.40%-63.0pp | 64.17%-48.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,906 | $5,316-7.7% | $4,412+11.2% | $4,837+1.4% |
| Participant deferral / active EE | $5,041 | $7,002-28.0% | $6,174-18.3% | $6,341-20.5% |
| Admin fee / account holder | $21 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |