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 | $55,082 | $198,466-72.2% | $170,442-67.7% | $147,584-62.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 71.13% | 257.29%-186.2pp | 205.93%-134.8pp | 578.55%-507.4pp |
| Employer contribution / active EE | $2,572 | $6,184-58.4% | $5,433-52.7% | $4,876-47.3% |
| Participant deferral / active EE | $5,538 | $5,629-1.6% | $4,939+12.1% | $5,439+1.8% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |