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 | $45,489 | $176,056-74.2% | $159,436-71.5% | $167,490-72.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 21.01% | 331.75%-310.7pp | 263.57%-242.6pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,944 | $5,297-63.3% | $4,829-59.8% | $4,837-59.8% |
| Participant deferral / active EE | $6,105 | $7,750-21.2% | $7,352-17.0% | $6,341-3.7% |
| Admin fee / account holder | $136 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |