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 | $37,172 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.59% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,470 | $4,961-50.2% | $4,693-47.4% | $4,299-42.6% |
| Participant deferral / active EE | $2,910 | $8,310-65.0% | $7,997-63.6% | $6,507-55.3% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |