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 | $43,632 | $159,602-72.7% | $150,045-70.9% | $142,382-69.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 23.79% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,102 | $4,961-17.3% | $4,693-12.6% | $4,299-4.6% |
| Participant deferral / active EE | $4,553 | $8,310-45.2% | $7,997-43.1% | $6,507-30.0% |
| Admin fee / account holder | $299 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |