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 | $50,200 | $232,540-78.4% | $185,117-72.9% | $147,584-66.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 7.80% | 43.03%-35.2pp | 40.50%-32.7pp | 578.55%-570.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,863 | $5,834+103.4% | $5,045+135.1% | $5,439+118.1% |
| Admin fee / account holder | $220 | $10,275-97.9% | $8,159-97.3% | $10,885-98.0% |