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 | $50,661 | $198,466-74.5% | $170,442-70.3% | $147,584-65.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.70% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,080 | $6,184-66.4% | $5,433-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $3,956 | $5,629-29.7% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $250 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |