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 | $55,347 | $157,256-64.8% | $141,162-60.8% | $152,861-63.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 25.26% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,078 | $5,261-41.5% | $4,735-35.0% | $4,762-35.4% |
| Participant deferral / active EE | $7,443 | $7,109+4.7% | $6,709+10.9% | $5,850+27.2% |
| Admin fee / account holder | $190 | $12,120-98.4% | $10,261-98.1% | $11,596-98.4% |