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 | $38,993 | $198,466-80.4% | $170,442-77.1% | $147,584-73.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 20.75% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,949 | $6,184-36.1% | $5,433-27.3% | $4,876-19.0% |
| Participant deferral / active EE | $7,335 | $5,629+30.3% | $4,939+48.5% | $5,439+34.9% |
| Admin fee / account holder | $173 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |