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 | $52,147 | $226,064-76.9% | $182,532-71.4% | $152,861-65.9% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 18.08% | 192.51%-174.4pp | 148.54%-130.5pp | 345.32%-327.2pp |
| Employer contribution / active EE | $607 | $4,978-87.8% | $4,076-85.1% | $4,762-87.3% |
| Participant deferral / active EE | $1,271 | $6,368-80.0% | $5,524-77.0% | $5,850-78.3% |
| Admin fee / account holder | $278 | $10,703-97.4% | $8,592-96.8% | $11,596-97.6% |