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 | $47,414 | $226,064-79.0% | $182,532-74.0% | $152,861-69.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 25.58% | 192.51%-166.9pp | 148.54%-123.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,593 | $4,978-68.0% | $4,076-60.9% | $4,762-66.5% |
| Participant deferral / active EE | $3,281 | $6,368-48.5% | $5,524-40.6% | $5,850-43.9% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |