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 | $22,925 | $49,227-53.4% | $70,449-67.5% | $79,858-71.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.84% | 30.06%-12.2pp | 109.03%-91.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,040 | $2,099-50.5% | $2,737-62.0% | $2,471-57.9% |
| Participant deferral / active EE | $1,162 | $2,768-58.0% | $3,709-68.7% | $3,740-68.9% |
| Admin fee / account holder | $154 | $2,878-94.6% | $3,845-96.0% | $5,306-97.1% |