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 | $42,045 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.18% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,402 | $6,184-77.3% | $5,433-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $2,003 | $5,629-64.4% | $4,939-59.4% | $5,439-63.2% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |