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 | $28,294 | $217,402-87.0% | $185,823-84.8% | $167,490-83.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.61% | 148.36%-128.8pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,419 | $5,873-75.8% | $5,167-72.5% | $4,837-70.7% |
| Participant deferral / active EE | $3,474 | $6,356-45.3% | $5,568-37.6% | $6,341-45.2% |
| Admin fee / account holder | $17 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |