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 | $36,687 | $198,466-81.5% | $170,442-78.5% | $147,584-75.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 25.47% | 257.29%-231.8pp | 205.93%-180.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $3,709 | $6,184-40.0% | $5,433-31.7% | $4,876-23.9% |
| Participant deferral / active EE | $6,677 | $5,629+18.6% | $4,939+35.2% | $5,439+22.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |