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 | $76,951 | $202,318-62.0% | $172,739-55.5% | $152,861-49.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 21.86% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,341 | $5,856-60.0% | $5,143-54.5% | $4,762-50.8% |
| Participant deferral / active EE | $6,830 | $5,948+14.8% | $5,198+31.4% | $5,850+16.7% |
| Admin fee / account holder | $51 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |