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 | $44,505 | $197,591-77.5% | $177,821-75.0% | $158,922-72.0% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 18.27% | 58.76%-40.5pp | 48.32%-30.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,097 | $6,697-68.7% | $5,918-64.6% | $4,761-56.0% |
| Participant deferral / active EE | $3,074 | $8,405-63.4% | $7,714-60.1% | $5,982-48.6% |
| Admin fee / account holder | $3 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |