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 | $57,382 | $157,256-63.5% | $141,162-59.3% | $152,861-62.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 18.99% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,845 | $5,261-64.9% | $4,735-61.0% | $4,762-61.3% |
| Participant deferral / active EE | $6,399 | $7,109-10.0% | $6,709-4.6% | $5,850+9.4% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |