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 | $61,170 | $198,466-69.2% | $170,442-64.1% | $147,584-58.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.82% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,712 | $6,184-23.8% | $5,433-13.3% | $4,876-3.4% |
| Participant deferral / active EE | $4,651 | $5,629-17.4% | $4,939-5.8% | $5,439-14.5% |
| Admin fee / account holder | $118 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |