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 | $23,626 | $115,770-79.6% | $101,248-76.7% | $158,922-85.1% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,335 | $4,175-68.0% | $3,660-63.5% | $4,761-72.0% |
| Participant deferral / active EE | $1,714 | $4,957-65.4% | $4,370-60.8% | $5,982-71.3% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |