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 | $34,057 | $198,466-82.8% | $170,442-80.0% | $147,584-76.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 13.99% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,204 | $6,184-64.4% | $5,433-59.4% | $4,876-54.8% |
| Participant deferral / active EE | $7,104 | $5,629+26.2% | $4,939+43.8% | $5,439+30.6% |
| Admin fee / account holder | $185 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |