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 | $43,357 | $90,348-52.0% | $75,972-42.9% | $145,922-70.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 25.28% | 620.88%-595.6pp | 359.55%-334.3pp | 561.29%-536.0pp |
| Employer contribution / active EE | $7,500 | $3,311+126.5% | $2,685+179.3% | $4,660+61.0% |
| Participant deferral / active EE | $16,321 | $5,162+216.2% | $4,255+283.5% | $6,688+144.0% |
| Admin fee / account holder | $253 | $8,467-97.0% | $6,467-96.1% | $13,397-98.1% |