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 | $41,681 | $159,602-73.9% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 19.62% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,179 | $4,961-35.9% | $4,693-32.3% | $4,299-26.0% |
| Participant deferral / active EE | $10,098 | $8,310+21.5% | $7,997+26.3% | $6,507+55.2% |
| Admin fee / account holder | $52 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |