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 | $51,815 | $169,032-69.3% | $129,207-59.9% | $145,922-64.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 21.30% | 14330.11%-14308.8pp | 9417.33%-9396.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $626 | $5,537-88.7% | $4,153-84.9% | $4,660-86.6% |
| Participant deferral / active EE | $3,724 | $4,987-25.3% | $4,168-10.6% | $6,688-44.3% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |