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 | $36,942 | $175,202-78.9% | $149,673-75.3% | $139,434-73.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 20.91% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,919 | $5,474-64.9% | $4,818-60.2% | $4,751-59.6% |
| Participant deferral / active EE | $4,537 | $6,519-30.4% | $5,680-20.1% | $6,710-32.4% |
| Admin fee / account holder | $101 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |