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 | $45,076 | $157,256-71.3% | $141,162-68.1% | $152,861-70.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 23.96% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,803 | $5,261-46.7% | $4,735-40.8% | $4,762-41.1% |
| Participant deferral / active EE | $6,606 | $7,109-7.1% | $6,709-1.5% | $5,850+12.9% |
| Admin fee / account holder | $189 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |