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 | $94,924 | $214,378-55.7% | $200,582-52.7% | $142,382-33.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.45% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,578 | $6,841-47.7% | $6,419-44.3% | $4,299-16.8% |
| Participant deferral / active EE | $5,700 | $9,865-42.2% | $9,331-38.9% | $6,507-12.4% |
| Admin fee / account holder | $159 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |