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 | $54,634 | $198,466-72.5% | $170,442-67.9% | $147,584-63.0% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 13.30% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,727 | $6,184-72.1% | $5,433-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,143 | $5,629-44.2% | $4,939-36.4% | $5,439-42.2% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |