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 | $41,958 | $111,535-62.4% | $105,223-60.1% | $137,256-69.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 17.68% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,274 | $3,939-42.3% | $3,689-38.3% | $4,156-45.3% |
| Participant deferral / active EE | $3,072 | $5,500-44.1% | $5,072-39.4% | $6,407-52.0% |
| Admin fee / account holder | $276 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |