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 | $44,116 | $202,318-78.2% | $172,739-74.5% | $152,861-71.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.75% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,365 | $5,856-76.7% | $5,143-73.5% | $4,762-71.3% |
| Participant deferral / active EE | $2,421 | $5,948-59.3% | $5,198-53.4% | $5,850-58.6% |
| Admin fee / account holder | $297 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |