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 | $49,418 | $157,256-68.6% | $141,162-65.0% | $152,861-67.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 29.19% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $1,806 | $5,261-65.7% | $4,735-61.9% | $4,762-62.1% |
| Participant deferral / active EE | $5,563 | $7,109-21.8% | $6,709-17.1% | $5,850-4.9% |
| Admin fee / account holder | $214 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |