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 | $61,088 | $138,065-55.8% | $123,544-50.6% | $135,375-54.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1.02% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,098 | $5,151-59.3% | $4,628-54.7% | $4,779-56.1% |
| Participant deferral / active EE | $4,151 | $6,799-38.9% | $6,426-35.4% | $5,609-26.0% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |