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 | $41,916 | $232,540-82.0% | $185,117-77.4% | $147,584-71.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 17.77% | 43.03%-25.3pp | 40.50%-22.7pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,589 | $5,195-69.4% | $4,182-62.0% | $4,876-67.4% |
| Participant deferral / active EE | $2,945 | $5,834-49.5% | $5,045-41.6% | $5,439-45.9% |
| Admin fee / account holder | $243 | $10,275-97.6% | $8,159-97.0% | $10,885-97.8% |