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 | $47,037 | $197,591-76.2% | $177,821-73.5% | $158,922-70.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 32.02% | 58.76%-26.7pp | 48.32%-16.3pp | 302.83%-270.8pp |
| Employer contribution / active EE | $2,790 | $6,697-58.3% | $5,918-52.9% | $4,761-41.4% |
| Participant deferral / active EE | $11,029 | $8,405+31.2% | $7,714+43.0% | $5,982+84.4% |
| Admin fee / account holder | $18 | $15,399-99.9% | $12,427-99.9% | $11,246-99.8% |