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 | $50,704 | $165,335-69.3% | $149,696-66.1% | $158,922-68.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.81% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $909 | $5,103-82.2% | $4,644-80.4% | $4,761-80.9% |
| Participant deferral / active EE | $4,851 | $7,181-32.4% | $6,842-29.1% | $5,982-18.9% |
| Admin fee / account holder | $174 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |