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 | $103,913 | $226,064-54.0% | $182,532-43.1% | $152,861-32.0% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 18.39% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,326 | $4,978-73.4% | $4,076-67.5% | $4,762-72.2% |
| Participant deferral / active EE | $3,429 | $6,368-46.1% | $5,524-37.9% | $5,850-41.4% |
| Admin fee / account holder | $174 | $10,703-98.4% | $8,592-98.0% | $11,596-98.5% |