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 | $39,962 | $198,466-79.9% | $170,442-76.6% | $147,584-72.9% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 16.92% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,092 | $6,184-66.2% | $5,433-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $5,524 | $5,629-1.9% | $4,939+11.8% | $5,439+1.6% |
| Admin fee / account holder | $286 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |