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 | $53,937 | $175,202-69.2% | $149,673-64.0% | $139,434-61.3% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 21.21% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,997 | $5,474-27.0% | $4,818-17.0% | $4,751-15.9% |
| Participant deferral / active EE | $3,080 | $6,519-52.8% | $5,680-45.8% | $6,710-54.1% |
| Admin fee / account holder | $251 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |