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 | $23,614 | $157,256-85.0% | $141,162-83.3% | $152,861-84.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 24.94% | 64.32%-39.4pp | 71.39%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,682 | $5,261-49.0% | $4,735-43.4% | $4,762-43.7% |
| Participant deferral / active EE | $3,452 | $7,109-51.4% | $6,709-48.5% | $5,850-41.0% |
| Admin fee / account holder | $95 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |