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 | $38,743 | $183,963-78.9% | $162,163-76.1% | $152,861-74.7% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 14.26% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,886 | $6,371-70.4% | $5,614-66.4% | $4,762-60.4% |
| Participant deferral / active EE | $7,490 | $8,034-6.8% | $7,298+2.6% | $5,850+28.0% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |