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 | $37,647 | $165,335-77.2% | $149,696-74.9% | $158,922-76.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.38% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,605 | $5,103-68.5% | $4,644-65.4% | $4,761-66.3% |
| Participant deferral / active EE | $2,946 | $7,181-59.0% | $6,842-56.9% | $5,982-50.8% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |