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 | $35,535 | $157,256-77.4% | $141,162-74.8% | $152,861-76.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 17.38% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,308 | $5,261-56.1% | $4,735-51.3% | $4,762-51.5% |
| Participant deferral / active EE | $7,304 | $7,109+2.7% | $6,709+8.9% | $5,850+24.9% |
| Admin fee / account holder | $209 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |