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 | $46,692 | $157,256-70.3% | $141,162-66.9% | $152,861-69.5% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 22.44% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,736 | $5,261-67.0% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $3,134 | $7,109-55.9% | $6,709-53.3% | $5,850-46.4% |
| Admin fee / account holder | $116 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |