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 | $44,229 | $198,466-77.7% | $170,442-74.1% | $147,584-70.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.17% | 257.29%-243.1pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,986 | $6,184-67.9% | $5,433-63.4% | $4,876-59.3% |
| Participant deferral / active EE | $5,003 | $5,629-11.1% | $4,939+1.3% | $5,439-8.0% |
| Admin fee / account holder | $228 | $16,852-98.6% | $13,880-98.4% | $10,885-97.9% |