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 | $52,982 | $157,256-66.3% | $141,162-62.5% | $152,861-65.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 31.38% | 64.32%-32.9pp | 71.39%-40.0pp | 345.32%-313.9pp |
| Employer contribution / active EE | $3,767 | $5,261-28.4% | $4,735-20.5% | $4,762-20.9% |
| Participant deferral / active EE | $5,242 | $7,109-26.3% | $6,709-21.9% | $5,850-10.4% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |