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 | $56,334 | $157,256-64.2% | $141,162-60.1% | $152,861-63.1% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 29.96% | 64.32%-34.4pp | 71.39%-41.4pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,440 | $5,261-72.6% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $5,643 | $7,109-20.6% | $6,709-15.9% | $5,850-3.5% |
| Admin fee / account holder | $21 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |