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 | $65,074 | $217,402-70.1% | $185,823-65.0% | $167,490-61.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 24.05% | 148.36%-124.3pp | 122.05%-98.0pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,709 | $5,873-70.9% | $5,167-66.9% | $4,837-64.7% |
| Participant deferral / active EE | $6,840 | $6,356+7.6% | $5,568+22.9% | $6,341+7.9% |
| Admin fee / account holder | $245 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |