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 | $54,007 | $209,411-74.2% | $178,490-69.7% | $158,922-66.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 10.86% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,424 | $5,706-75.1% | $5,011-71.6% | $4,761-70.1% |
| Participant deferral / active EE | $6,671 | $5,954+12.0% | $5,202+28.3% | $5,982+11.5% |
| Admin fee / account holder | $99 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |