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 | $55,772 | $227,553-75.5% | $189,557-70.6% | $167,490-66.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 13.82% | 78.40%-64.6pp | 64.17%-50.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,313 | $5,316-75.3% | $4,412-70.2% | $4,837-72.9% |
| Participant deferral / active EE | $3,818 | $7,002-45.5% | $6,174-38.2% | $6,341-39.8% |
| Admin fee / account holder | $40 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |