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 | $35,332 | $209,832-83.2% | $189,513-81.4% | $167,490-78.9% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 20.01% | 748.27%-728.3pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,662 | $6,914-76.0% | $6,162-73.0% | $4,837-65.6% |
| Participant deferral / active EE | $4,470 | $8,935-50.0% | $8,221-45.6% | $6,341-29.5% |
| Admin fee / account holder | $138 | $14,293-99.0% | $12,045-98.9% | $12,309-98.9% |