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 | $47,754 | $165,335-71.1% | $149,696-68.1% | $158,922-70.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.94% | 348.15%-323.2pp | 276.60%-251.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,773 | $5,103-45.7% | $4,644-40.3% | $4,761-41.8% |
| Participant deferral / active EE | $6,908 | $7,181-3.8% | $6,842+1.0% | $5,982+15.5% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |