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 | $55,101 | $183,592-70.0% | $155,567-64.6% | $145,959-62.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.34% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,263 | $5,315-57.4% | $4,674-51.6% | $4,661-51.4% |
| Participant deferral / active EE | $2,379 | $6,464-63.2% | $5,628-57.7% | $6,689-64.4% |
| Admin fee / account holder | $242 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |