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 | $38,000 | $209,411-81.9% | $178,490-78.7% | $158,922-76.1% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 18.48% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,939 | $5,706-48.5% | $5,011-41.3% | $4,761-38.3% |
| Participant deferral / active EE | $5,369 | $5,954-9.8% | $5,202+3.2% | $5,982-10.3% |
| Admin fee / account holder | $276 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |