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 | $32,548 | $226,064-85.6% | $182,532-82.2% | $152,861-78.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 23.29% | 192.51%-169.2pp | 148.54%-125.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,238 | $4,978-75.1% | $4,076-69.6% | $4,762-74.0% |
| Participant deferral / active EE | $2,475 | $6,368-61.1% | $5,524-55.2% | $5,850-57.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |