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 | $56,976 | $183,963-69.0% | $162,163-64.9% | $152,861-62.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 22.27% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,822 | $6,371-55.7% | $5,614-49.7% | $4,762-40.7% |
| Participant deferral / active EE | $4,881 | $8,034-39.2% | $7,298-33.1% | $5,850-16.6% |
| Admin fee / account holder | $4 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |