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 | $48,641 | $150,440-67.7% | $136,294-64.3% | $147,584-67.0% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 15.13% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,517 | $5,256-71.1% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $6,198 | $6,630-6.5% | $6,247-0.8% | $5,439+14.0% |
| Admin fee / account holder | $192 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |