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 | $57,284 | $209,411-72.6% | $178,490-67.9% | $158,922-64.0% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 18.71% | 188.75%-170.0pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,904 | $5,706-31.6% | $5,011-22.1% | $4,761-18.0% |
| Participant deferral / active EE | $4,375 | $5,954-26.5% | $5,202-15.9% | $5,982-26.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |