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 | $38,424 | $154,117-75.1% | $129,995-70.4% | $139,434-72.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 20.94% | 32.48%-11.5pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,101 | $5,289-79.2% | $4,320-74.5% | $4,751-76.8% |
| Participant deferral / active EE | $8,398 | $6,710+25.2% | $5,820+44.3% | $6,710+25.2% |
| Admin fee / account holder | $106 | $14,007-99.2% | $10,614-99.0% | $11,403-99.1% |