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 | $28,631 | $157,256-81.8% | $141,162-79.7% | $152,861-81.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 43.82% | 64.32%-20.5pp | 71.39%-27.6pp | 345.32%-301.5pp |
| Employer contribution / active EE | $2,045 | $5,261-61.1% | $4,735-56.8% | $4,762-57.1% |
| Participant deferral / active EE | $6,510 | $7,109-8.4% | $6,709-3.0% | $5,850+11.3% |
| Admin fee / account holder | $42 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |