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 | $33,519 | $157,256-78.7% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 28.56% | 64.32%-35.8pp | 71.39%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $4,496 | $5,261-14.5% | $4,735-5.0% | $4,762-5.6% |
| Participant deferral / active EE | $10,637 | $7,109+49.6% | $6,709+58.6% | $5,850+81.8% |
| Admin fee / account holder | $260 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |