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 | $54,991 | $157,256-65.0% | $141,162-61.0% | $152,861-64.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.72% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,814 | $5,261-46.5% | $4,735-40.6% | $4,762-40.9% |
| Participant deferral / active EE | $4,380 | $7,109-38.4% | $6,709-34.7% | $5,850-25.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |