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 | $47,810 | $198,466-75.9% | $170,442-71.9% | $147,584-67.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 44.57% | 257.29%-212.7pp | 205.93%-161.4pp | 578.55%-534.0pp |
| Employer contribution / active EE | $2,271 | $6,184-63.3% | $5,433-58.2% | $4,876-53.4% |
| Participant deferral / active EE | $5,043 | $5,629-10.4% | $4,939+2.1% | $5,439-7.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |