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 | $39,994 | $157,256-74.6% | $141,162-71.7% | $152,861-73.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.92% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,515 | $5,261-52.2% | $4,735-46.9% | $4,762-47.2% |
| Participant deferral / active EE | $5,734 | $7,109-19.4% | $6,709-14.5% | $5,850-2.0% |
| Admin fee / account holder | $199 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |