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 | $42,007 | $176,056-76.1% | $159,436-73.7% | $167,490-74.9% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 15.41% | 331.75%-316.3pp | 263.57%-248.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,749 | $5,297-67.0% | $4,829-63.8% | $4,837-63.8% |
| Participant deferral / active EE | $3,604 | $7,750-53.5% | $7,352-51.0% | $6,341-43.2% |
| Admin fee / account holder | $196 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |