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 | $84,769 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.31% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,032 | $5,261-4.3% | $4,735+6.3% | $4,762+5.7% |
| Participant deferral / active EE | $4,378 | $7,109-38.4% | $6,709-34.7% | $5,850-25.2% |
| Admin fee / account holder | $73 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |