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 | $36,394 | $198,466-81.7% | $170,442-78.6% | $147,584-75.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.75% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,851 | $6,184-70.1% | $5,433-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $1,975 | $5,629-64.9% | $4,939-60.0% | $5,439-63.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |