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 | $97,120 | $198,466-51.1% | $170,442-43.0% | $147,584-34.2% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 20.99% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,533 | $6,184-59.0% | $5,433-53.4% | $4,876-48.0% |
| Participant deferral / active EE | $3,399 | $5,629-39.6% | $4,939-31.2% | $5,439-37.5% |
| Admin fee / account holder | $176 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |