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 | $64,370 | $152,587-57.8% | $125,175-48.6% | $152,861-57.9% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 30.16% | 54.84%-24.7pp | 43.79%-13.6pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,419 | $4,946-51.1% | $3,865-37.4% | $4,762-49.2% |
| Participant deferral / active EE | $4,003 | $5,868-31.8% | $4,937-18.9% | $5,850-31.6% |
| Admin fee / account holder | $4 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |