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 | $103,236 | $183,963-43.9% | $162,163-36.3% | $152,861-32.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 26.68% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,394 | $6,371-62.4% | $5,614-57.4% | $4,762-49.7% |
| Participant deferral / active EE | $7,038 | $8,034-12.4% | $7,298-3.6% | $5,850+20.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |