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 | $51,499 | $58,208-11.5% | $81,812-37.1% | $80,856-36.3% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.3%+8.9pp | 67.6%+13.6pp |
| Annual return | 22.12% | 41.66%-19.5pp | 773.79%-751.7pp | 35.59%-13.5pp |
| Employer contribution / active EE | $1,992 | $2,340-14.9% | $2,912-31.6% | $2,755-27.7% |
| Participant deferral / active EE | $5,050 | $3,281+53.9% | $4,319+16.9% | $4,296+17.6% |
| Admin fee / account holder | $97 | $4,981-98.1% | $7,386-98.7% | $6,918-98.6% |