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 | $38,831 | $198,466-80.4% | $170,442-77.2% | $147,584-73.7% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 16.63% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,083 | $6,184-66.3% | $5,433-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $5,564 | $5,629-1.2% | $4,939+12.6% | $5,439+2.3% |
| Admin fee / account holder | $140 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |