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 | $26,472 | $157,256-83.2% | $141,162-81.2% | $152,861-82.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 27.31% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $6,078 | $5,261+15.5% | $4,735+28.4% | $4,762+27.6% |
| Participant deferral / active EE | $4,840 | $7,109-31.9% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $77 | $12,120-99.4% | $10,261-99.3% | $11,596-99.3% |