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 | $50,636 | $159,901-68.3% | $146,958-65.5% | $145,922-65.3% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 12.17% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,223 | $5,286-57.9% | $4,933-54.9% | $4,660-52.3% |
| Participant deferral / active EE | $4,208 | $8,428-50.1% | $8,070-47.9% | $6,688-37.1% |
| Admin fee / account holder | $200 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |