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 | $44,437 | $165,335-73.1% | $149,696-70.3% | $158,922-72.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.27% | 348.15%-324.9pp | 276.60%-253.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,402 | $5,103-52.9% | $4,644-48.3% | $4,761-49.5% |
| Participant deferral / active EE | $3,090 | $7,181-57.0% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |