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 | $47,076 | $209,411-77.5% | $178,490-73.6% | $158,922-70.4% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 43.83% | 188.75%-144.9pp | 151.07%-107.2pp | 302.83%-259.0pp |
| Employer contribution / active EE | $5,790 | $5,706+1.5% | $5,011+15.6% | $4,761+21.6% |
| Participant deferral / active EE | $4,976 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $136 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |