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 | $89,929 | $115,882-22.4% | $100,516-10.5% | $158,922-43.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 23.31% | 34.79%-11.5pp | 30.89%-7.6pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,043 | $4,103-25.8% | $3,418-11.0% | $4,761-36.1% |
| Participant deferral / active EE | $10,206 | $6,674+52.9% | $6,270+62.8% | $5,982+70.6% |
| Admin fee / account holder | $93 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |