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 | $132,344 | $198,466-33.3% | $170,442-22.4% | $147,584-10.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.42% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,112 | $6,184-65.8% | $5,433-61.1% | $4,876-56.7% |
| Participant deferral / active EE | $8,575 | $5,629+52.3% | $4,939+73.6% | $5,439+57.7% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |