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 | $177,572-71.4% | $154,803-67.2% | $142,382-64.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.94% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,519 | $4,810-47.6% | $4,305-41.5% | $4,299-41.4% |
| Participant deferral / active EE | $5,598 | $6,272-10.7% | $5,540+1.0% | $6,507-14.0% |
| Admin fee / account holder | $178 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |