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 | $50,976 | $201,259-74.7% | $184,200-72.3% | $145,959-65.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.49% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,307 | $7,018-67.1% | $6,424-64.1% | $4,661-50.5% |
| Participant deferral / active EE | $8,096 | $9,806-17.4% | $9,132-11.3% | $6,689+21.0% |
| Admin fee / account holder | $186 | $16,372-98.9% | $13,907-98.7% | $13,398-98.6% |