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 | $60,277 | $158,398-61.9% | $126,539-52.4% | $142,382-57.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 16.06% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,295 | $4,650-29.1% | $3,674-10.3% | $4,299-23.4% |
| Participant deferral / active EE | $5,164 | $4,767+8.3% | $4,083+26.5% | $6,507-20.6% |
| Admin fee / account holder | $226 | $6,918-96.7% | $6,065-96.3% | $12,624-98.2% |