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 | $65,131 | $157,256-58.6% | $141,162-53.9% | $152,861-57.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 29.06% | 64.32%-35.3pp | 71.39%-42.3pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,025 | $5,261-23.5% | $4,735-15.0% | $4,762-15.5% |
| Participant deferral / active EE | $10,139 | $7,109+42.6% | $6,709+51.1% | $5,850+73.3% |
| Admin fee / account holder | $126 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |