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 | $44,264 | $183,963-75.9% | $162,163-72.7% | $152,861-71.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 22.43% | 150.76%-128.3pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,461 | $6,371-45.7% | $5,614-38.3% | $4,762-27.3% |
| Participant deferral / active EE | $4,004 | $8,034-50.2% | $7,298-45.1% | $5,850-31.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |