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 | $55,691 | $144,119-61.4% | $117,854-52.7% | $147,584-62.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 17.80% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,518 | $4,896-7.7% | $3,786+19.3% | $4,876-7.3% |
| Participant deferral / active EE | $4,908 | $5,316-7.7% | $4,482+9.5% | $5,439-9.8% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |