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 | $48,330 | $209,411-76.9% | $178,490-72.9% | $158,922-69.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 17.52% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,136 | $5,706-62.6% | $5,011-57.4% | $4,761-55.1% |
| Participant deferral / active EE | $3,673 | $5,954-38.3% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $193 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |