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 | $67,344 | $198,466-66.1% | $170,442-60.5% | $147,584-54.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.76% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,333 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $3,751 | $5,629-33.4% | $4,939-24.1% | $5,439-31.0% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |