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 | $35,002 | $183,963-81.0% | $162,163-78.4% | $152,861-77.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 22.89% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,460 | $6,371-77.1% | $5,614-74.0% | $4,762-69.3% |
| Participant deferral / active EE | $3,966 | $8,034-50.6% | $7,298-45.7% | $5,850-32.2% |
| Admin fee / account holder | $129 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |