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 | $69,811 | $176,056-60.3% | $159,436-56.2% | $167,490-58.3% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 42.53% | 331.75%-289.2pp | 263.57%-221.0pp | 478.56%-436.0pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,946 | $7,750-49.1% | $7,352-46.3% | $6,341-37.8% |
| Admin fee / account holder | $137 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |