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 | $32,792 | $165,335-80.2% | $149,696-78.1% | $158,922-79.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 27.61% | 348.15%-320.5pp | 276.60%-249.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,579 | $5,103-69.1% | $4,644-66.0% | $4,761-66.8% |
| Participant deferral / active EE | $2,688 | $7,181-62.6% | $6,842-60.7% | $5,982-55.1% |
| Admin fee / account holder | $261 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |