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 7-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 | $50,520 | $166,020-69.6% | $164,866-69.4% | $145,959-65.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 12.47% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,709 | $5,275-48.7% | $4,343-37.6% | $4,661-41.9% |
| Participant deferral / active EE | $2,045 | $6,961-70.6% | $6,033-66.1% | $6,689-69.4% |
| Admin fee / account holder | $109 | $16,644-99.3% | $12,689-99.1% | $13,398-99.2% |