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 | $134,545 | $198,466-32.2% | $170,442-21.1% | $147,584-8.8% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 10.19% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,613 | $6,184-73.9% | $5,433-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $4,429 | $5,629-21.3% | $4,939-10.3% | $5,439-18.6% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |