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 | $50,300 | $157,256-68.0% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 34.98% | 64.32%-29.3pp | 71.39%-36.4pp | 345.32%-310.3pp |
| Employer contribution / active EE | $3,309 | $5,261-37.1% | $4,735-30.1% | $4,762-30.5% |
| Participant deferral / active EE | $6,724 | $7,109-5.4% | $6,709+0.2% | $5,850+14.9% |
| Admin fee / account holder | $241 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |