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 | $47,903 | $198,466-75.9% | $170,442-71.9% | $147,584-67.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.75% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,700 | $6,184-56.3% | $5,433-50.3% | $4,876-44.6% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $232 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |