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 | $19,284 | $124,281-84.5% | $109,143-82.3% | $167,490-88.5% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 15.01% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,367 | $4,207-43.7% | $3,722-36.4% | $4,837-51.1% |
| Participant deferral / active EE | $4,757 | $5,255-9.5% | $4,653+2.2% | $6,341-25.0% |
| Admin fee / account holder | $262 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |