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 | $37,595 | $209,411-82.0% | $178,490-78.9% | $158,922-76.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.48% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,154 | $5,706-62.3% | $5,011-57.0% | $4,761-54.8% |
| Participant deferral / active EE | $2,491 | $5,954-58.2% | $5,202-52.1% | $5,982-58.4% |
| Admin fee / account holder | $267 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |