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 | $42,476 | $95,971-55.7% | $74,550-43.0% | $135,375-68.6% |
| Participation rate | 95.0% | 75.7%+19.3pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | 3.61% | 56.96%-53.4pp | 32.53%-28.9pp | 519.73%-516.1pp |
| Employer contribution / active EE | $6,866 | $2,716+152.8% | $1,961+250.2% | $4,779+43.7% |
| Participant deferral / active EE | $6,602 | $3,843+71.8% | $3,108+112.4% | $5,609+17.7% |
| Admin fee / account holder | $227 | $6,522-96.5% | $5,060-95.5% | $10,827-97.9% |