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 | $39,847 | $227,553-82.5% | $189,557-79.0% | $167,490-76.2% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.8pp |
| Annual return | 18.15% | 78.40%-60.2pp | 64.17%-46.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,192 | $5,316-40.0% | $4,412-27.7% | $4,837-34.0% |
| Participant deferral / active EE | $4,921 | $7,002-29.7% | $6,174-20.3% | $6,341-22.4% |
| Admin fee / account holder | $209 | $11,878-98.2% | $9,807-97.9% | $12,309-98.3% |