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 | $47,131 | $217,402-78.3% | $185,823-74.6% | $167,490-71.9% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 18.85% | 148.36%-129.5pp | 122.05%-103.2pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,374 | $5,873-76.6% | $5,167-73.4% | $4,837-71.6% |
| Participant deferral / active EE | $4,398 | $6,356-30.8% | $5,568-21.0% | $6,341-30.6% |
| Admin fee / account holder | $272 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |