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 | $23,441 | $104,251-77.5% | $91,001-74.2% | $147,584-84.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 10.08% | 27.06%-17.0pp | 4.60%+5.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,408 | $3,116-54.8% | $2,456-42.7% | $4,876-71.1% |
| Participant deferral / active EE | $2,657 | $4,195-36.7% | $3,547-25.1% | $5,439-51.1% |
| Admin fee / account holder | $253 | $8,948-97.2% | $5,417-95.3% | $10,885-97.7% |