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 | $46,885 | $183,519-74.5% | $155,509-69.9% | $145,922-67.9% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 41.32% | 61.17%-19.8pp | 64.67%-23.3pp | 561.29%-520.0pp |
| Employer contribution / active EE | $4,661 | $5,313-12.3% | $4,672-0.2% | $4,6600% |
| Participant deferral / active EE | $4,692 | $6,462-27.4% | $5,626-16.6% | $6,688-29.8% |
| Admin fee / account holder | $54 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |