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 | $32,704 | $217,402-85.0% | $185,823-82.4% | $167,490-80.5% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 13.11% | 148.36%-135.3pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,347 | $5,873-60.0% | $5,167-54.6% | $4,837-51.5% |
| Participant deferral / active EE | $3,382 | $6,356-46.8% | $5,568-39.3% | $6,341-46.7% |
| Admin fee / account holder | $266 | $19,811-98.7% | $16,237-98.4% | $12,309-97.8% |