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 | $50,780 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.94% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,519 | $4,636-45.7% | $4,154-39.4% | $4,156-39.4% |
| Participant deferral / active EE | $5,598 | $6,166-9.2% | $5,453+2.7% | $6,407-12.6% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |