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 | $45,238 | $165,335-72.6% | $149,696-69.8% | $158,922-71.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 20.71% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,317 | $5,103-35.0% | $4,644-28.6% | $4,761-30.3% |
| Participant deferral / active EE | $7,477 | $7,181+4.1% | $6,842+9.3% | $5,982+25.0% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |