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 | $45,922 | $198,466-76.9% | $170,442-73.1% | $147,584-68.9% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 10.70% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $3,563 | $6,184-42.4% | $5,433-34.4% | $4,876-26.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |