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 | $40,533 | $183,963-78.0% | $162,163-75.0% | $152,861-73.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 22.05% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,189 | $6,371-65.6% | $5,614-61.0% | $4,762-54.0% |
| Participant deferral / active EE | $4,564 | $8,034-43.2% | $7,298-37.5% | $5,850-22.0% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |