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 | $39,699 | $178,174-77.7% | $156,181-74.6% | $137,256-71.1% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 15.05% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,784 | $4,972-64.1% | $4,294-58.4% | $4,156-57.1% |
| Participant deferral / active EE | $5,233 | $6,888-24.0% | $6,132-14.7% | $6,407-18.3% |
| Admin fee / account holder | $24 | $17,404-99.9% | $14,586-99.8% | $12,270-99.8% |