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 | $45,742 | $217,402-79.0% | $185,823-75.4% | $167,490-72.7% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 13.08% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,595 | $5,873-55.8% | $5,167-49.8% | $4,837-46.4% |
| Participant deferral / active EE | $2,610 | $6,356-58.9% | $5,568-53.1% | $6,341-58.8% |
| Admin fee / account holder | $49 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |