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 4-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 | $43,102 | $210,648-79.5% | $177,989-75.8% | $145,922-70.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.95% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,864 | $4,565-15.4% | $3,949-2.2% | $4,660-17.1% |
| Participant deferral / active EE | $5,190 | $6,958-25.4% | $6,276-17.3% | $6,688-22.4% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |