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 | $79,218 | $161,352-50.9% | $134,172-41.0% | $137,256-42.3% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 14.38% | 28.72%-14.3pp | 25.30%-10.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,527 | $4,099-38.3% | $3,420-26.1% | $4,156-39.2% |
| Participant deferral / active EE | $6,898 | $5,552+24.2% | $4,690+47.1% | $6,407+7.7% |
| Admin fee / account holder | $96 | $15,028-99.4% | $12,016-99.2% | $12,270-99.2% |