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 | $26,896 | $107,934-75.1% | $91,989-70.8% | $152,861-82.4% |
| Participation rate | 76.2% | 81.2%-5.0pp | 78.6%-2.4pp | 82.4%-6.3pp |
| Annual return | 27.80% | 89.24%-61.4pp | 69.02%-41.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,385 | $4,210-67.1% | $3,452-59.9% | $4,762-70.9% |
| Participant deferral / active EE | $2,876 | $6,364-54.8% | $5,923-51.4% | $5,850-50.8% |
| Admin fee / account holder | $6 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |