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 | $137,042 | $175,202-21.8% | $149,673-8.4% | $139,434-1.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.37% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,733 | $5,474-31.8% | $4,818-22.5% | $4,751-21.4% |
| Participant deferral / active EE | $5,400 | $6,519-17.2% | $5,680-4.9% | $6,710-19.5% |
| Admin fee / account holder | $93 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |