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 | $46,525 | $217,402-78.6% | $185,823-75.0% | $167,490-72.2% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 16.58% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,789 | $5,873-69.5% | $5,167-65.4% | $4,837-63.0% |
| Participant deferral / active EE | $4,545 | $6,356-28.5% | $5,568-18.4% | $6,341-28.3% |
| Admin fee / account holder | $71 | $19,811-99.6% | $16,237-99.6% | $12,309-99.4% |