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 | $57,734 | $232,540-75.2% | $185,117-68.8% | $147,584-60.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 17.94% | 43.03%-25.1pp | 40.50%-22.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $540 | $5,195-89.6% | $4,182-87.1% | $4,876-88.9% |
| Participant deferral / active EE | $6,709 | $5,834+15.0% | $5,045+33.0% | $5,439+23.4% |
| Admin fee / account holder | $24 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |