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 | $47,996 | $175,202-72.6% | $149,673-67.9% | $139,434-65.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.52% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,190 | $5,474-60.0% | $4,818-54.6% | $4,751-53.9% |
| Participant deferral / active EE | $4,375 | $6,519-32.9% | $5,680-23.0% | $6,710-34.8% |
| Admin fee / account holder | $293 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |