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 | $82,570 | $197,591-58.2% | $177,821-53.6% | $158,922-48.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.11% | 58.76%-35.6pp | 48.32%-25.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,452 | $6,697-78.3% | $5,918-75.5% | $4,761-69.5% |
| Participant deferral / active EE | $4,149 | $8,405-50.6% | $7,714-46.2% | $5,982-30.6% |
| Admin fee / account holder | $49 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |