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 | $40,013 | $198,466-79.8% | $170,442-76.5% | $147,584-72.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 24.51% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,957 | $6,184-52.2% | $5,433-45.6% | $4,876-39.4% |
| Participant deferral / active EE | $2,076 | $5,629-63.1% | $4,939-58.0% | $5,439-61.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |