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 | $24,004 | $74,888-67.9% | $71,209-66.3% | $142,382-83.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.45% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $561 | $2,854-80.3% | $2,721-79.4% | $4,299-86.9% |
| Participant deferral / active EE | $2,135 | $4,454-52.1% | $4,175-48.9% | $6,507-67.2% |
| Admin fee / account holder | $289 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |