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 | $48,029 | $197,591-75.7% | $177,821-73.0% | $158,922-69.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 21.46% | 58.76%-37.3pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,108 | $6,697-53.6% | $5,918-47.5% | $4,761-34.7% |
| Participant deferral / active EE | $3,993 | $8,405-52.5% | $7,714-48.2% | $5,982-33.3% |
| Admin fee / account holder | $82 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |