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 | $37,358 | $209,411-82.2% | $178,490-79.1% | $158,922-76.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.21% | 188.75%-164.5pp | 151.07%-126.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,733 | $5,706-69.6% | $5,011-65.4% | $4,761-63.6% |
| Participant deferral / active EE | $2,242 | $5,954-62.3% | $5,202-56.9% | $5,982-62.5% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |