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 | $49,302 | $198,466-75.2% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 35.47% | 257.29%-221.8pp | 205.93%-170.5pp | 578.55%-543.1pp |
| Employer contribution / active EE | $8,330 | $6,184+34.7% | $5,433+53.3% | $4,876+70.8% |
| Participant deferral / active EE | $7,200 | $5,629+27.9% | $4,939+45.8% | $5,439+32.4% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |