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 4-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 | $41,178 | $137,256-70.0% | $87,989-53.2% | $137,256-70.0% |
| Participation rate | 70.0% | 80.0%-10.0pp | 63.6%+6.4pp | 80.0%-10.0pp |
| Annual return | 22.47% | 220.34%-197.9pp | 15.56%+6.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,228 | $4,156-70.5% | $3,527-65.2% | $4,156-70.5% |
| Participant deferral / active EE | $5,295 | $6,407-17.4% | $6,172-14.2% | $6,407-17.4% |
| Admin fee / account holder | $274 | $12,270-97.8% | $3,281-91.6% | $12,270-97.8% |