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 | $159,934-68.3% | $147,005-65.6% | $145,959-65.3% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 12.17% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,223 | $5,287-58.0% | $4,934-54.9% | $4,661-52.3% |
| Participant deferral / active EE | $4,208 | $8,427-50.1% | $8,070-47.9% | $6,689-37.1% |
| Admin fee / account holder | $200 | $15,053-98.7% | $13,006-98.5% | $13,398-98.5% |