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 | $13,489 | $60,124-77.6% | $90,404-85.1% | $79,858-83.1% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 26.44% | 71.94%-45.5pp | 1293.02%-1266.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,089 | $2,068+1.0% | $3,262-36.0% | $2,471-15.5% |
| Participant deferral / active EE | $3,904 | $2,938+32.9% | $3,963-1.5% | $3,740+4.4% |
| Admin fee / account holder | $215 | $3,976-94.6% | $5,611-96.2% | $5,306-96.0% |