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 | $73,623 | $198,466-62.9% | $170,442-56.8% | $147,584-50.1% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 20.85% | 257.29%-236.4pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,391 | $6,184-61.3% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $5,030 | $5,629-10.7% | $4,939+1.8% | $5,439-7.5% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |