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 | $38,345 | $198,466-80.7% | $170,442-77.5% | $147,584-74.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.45% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,908 | $6,184-69.2% | $5,433-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $3,727 | $5,629-33.8% | $4,939-24.5% | $5,439-31.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |