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 | $38,416 | $144,119-73.3% | $117,854-67.4% | $147,584-74.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.03% | 531.15%-518.1pp | 335.08%-322.0pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,573 | $4,896-47.5% | $3,786-32.1% | $4,876-47.2% |
| Participant deferral / active EE | $3,617 | $5,316-32.0% | $4,482-19.3% | $5,439-33.5% |
| Admin fee / account holder | $27 | $10,886-99.7% | $8,020-99.7% | $10,885-99.7% |