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 | $44,220 | $198,466-77.7% | $170,442-74.1% | $147,584-70.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 198.55% | 257.29%-58.7pp | 205.93%-7.4pp | 578.55%-380.0pp |
| Employer contribution / active EE | $1,460 | $6,184-76.4% | $5,433-73.1% | $4,876-70.1% |
| Participant deferral / active EE | $6,008 | $5,629+6.7% | $4,939+21.6% | $5,439+10.5% |
| Admin fee / account holder | $295 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |