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 | $45,574 | $124,185-63.3% | $108,410-58.0% | $167,490-72.8% |
| Participation rate | 81.3% | 82.3%-1.0pp | 80.1%+1.1pp | 82.1%-0.9pp |
| Annual return | 43.87% | 1379.64%-1335.8pp | 905.27%-861.4pp | 478.56%-434.7pp |
| Employer contribution / active EE | $2,193 | $4,187-47.6% | $3,558-38.4% | $4,837-54.7% |
| Participant deferral / active EE | $6,852 | $6,908-0.8% | $6,563+4.4% | $6,341+8.1% |
| Admin fee / account holder | $269 | $9,455-97.2% | $7,295-96.3% | $12,309-97.8% |