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 | $67,240 | $159,602-57.9% | $150,045-55.2% | $142,382-52.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.62% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,476 | $4,961-50.1% | $4,693-47.2% | $4,299-42.4% |
| Participant deferral / active EE | $3,834 | $8,310-53.9% | $7,997-52.1% | $6,507-41.1% |
| Admin fee / account holder | $205 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |