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 | $40,293 | $159,934-74.8% | $147,005-72.6% | $145,959-72.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.43% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,285 | $5,287-56.8% | $4,934-53.7% | $4,661-51.0% |
| Participant deferral / active EE | $4,456 | $8,427-47.1% | $8,070-44.8% | $6,689-33.4% |
| Admin fee / account holder | $180 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |