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 | $37,663 | $165,335-77.2% | $149,696-74.8% | $158,922-76.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 23.54% | 348.15%-324.6pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,050 | $5,103-59.8% | $4,644-55.9% | $4,761-56.9% |
| Participant deferral / active EE | $4,383 | $7,181-39.0% | $6,842-35.9% | $5,982-26.7% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |