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 | $59,193 | $154,228-61.6% | $145,433-59.3% | $137,256-56.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 14.37% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,879 | $4,804-40.1% | $4,554-36.8% | $4,156-30.7% |
| Participant deferral / active EE | $4,273 | $8,216-48.0% | $7,897-45.9% | $6,407-33.3% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |