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 | $34,076 | $209,411-83.7% | $178,490-80.9% | $158,922-78.6% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.62% | 188.75%-173.1pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,769 | $5,706-51.5% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $5,246 | $5,954-11.9% | $5,202+0.8% | $5,982-12.3% |
| Admin fee / account holder | $224 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |