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 | $43,758 | $183,963-76.2% | $162,163-73.0% | $152,861-71.4% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.4%-3.9pp |
| Annual return | 23.28% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,209 | $6,371-49.6% | $5,614-42.8% | $4,762-32.6% |
| Participant deferral / active EE | $5,039 | $8,034-37.3% | $7,298-31.0% | $5,850-13.9% |
| Admin fee / account holder | $105 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |