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 | $48,210 | $159,901-69.9% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 101.60% | 98.13%+3.5pp | 418.34%-316.7pp | 561.29%-459.7pp |
| Employer contribution / active EE | $2,297 | $5,286-56.5% | $4,933-53.4% | $4,660-50.7% |
| Participant deferral / active EE | $2,966 | $8,428-64.8% | $8,070-63.2% | $6,688-55.7% |
| Admin fee / account holder | $238 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |