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 | $67,515 | $209,832-67.8% | $189,513-64.4% | $167,490-59.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 11.67% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,065 | $6,914-70.1% | $6,162-66.5% | $4,837-57.3% |
| Participant deferral / active EE | $4,808 | $8,935-46.2% | $8,221-41.5% | $6,341-24.2% |
| Admin fee / account holder | $15 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |