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 | $49,538 | $176,056-71.9% | $159,436-68.9% | $167,490-70.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 19.10% | 331.75%-312.6pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $5,825 | $5,297+10.0% | $4,829+20.6% | $4,837+20.4% |
| Participant deferral / active EE | $5,215 | $7,750-32.7% | $7,352-29.1% | $6,341-17.8% |
| Admin fee / account holder | $230 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |