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 | $50,687 | $157,256-67.8% | $141,162-64.1% | $152,861-66.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.09% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,249 | $5,261-76.3% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $6,001 | $7,109-15.6% | $6,709-10.6% | $5,850+2.6% |
| Admin fee / account holder | $271 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |