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 | $40,580 | $176,056-77.0% | $159,436-74.5% | $167,490-75.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 15.54% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,437 | $5,297-54.0% | $4,829-49.5% | $4,837-49.6% |
| Participant deferral / active EE | $4,246 | $7,750-45.2% | $7,352-42.2% | $6,341-33.0% |
| Admin fee / account holder | -$11 | $12,554-100.1% | $10,799-100.1% | $12,309-100.1% |