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 | $70,972 | $183,519-61.3% | $155,509-54.4% | $145,922-51.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.68% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,912 | $5,313-45.2% | $4,672-37.7% | $4,660-37.5% |
| Participant deferral / active EE | $9,529 | $6,462+47.5% | $5,626+69.4% | $6,688+42.5% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |