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 | $81,863 | $232,540-64.8% | $185,117-55.8% | $147,584-44.5% |
| Participation rate | 85.0% | 82.4%+2.6pp | 77.3%+7.7pp | 82.8%+2.2pp |
| Annual return | 20.94% | 43.03%-22.1pp | 40.50%-19.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,502 | $5,195-51.8% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $7,512 | $5,834+28.8% | $5,045+48.9% | $5,439+38.1% |
| Admin fee / account holder | $273 | $10,275-97.3% | $8,159-96.7% | $10,885-97.5% |