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 | $50,907 | $149,679-66.0% | $117,039-56.5% | $147,584-65.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 17.17% | 19.31%-2.1pp | 18.95%-1.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,515 | $4,937+11.7% | $3,785+45.7% | $4,876+13.1% |
| Participant deferral / active EE | $12,000 | $4,912+144.3% | $3,929+205.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |